Consumer Segments Specialist SG

CIMB Singapore; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

CIMB Singapore is seeking a seasoned Business Development professional with 5–7 years in banking to lead partnerships and the Introducer Programme. You will drive onboarding, negotiate terms, manage contracts, and optimise customer communications to enhance engagement.

You will work closely with branch staff to ensure seamless customer experiences, oversee events for affluent segments, and maintain data-driven processes with strong compliance.

Qualifications

• Degree holder with relevant banking or financial services exposure.
• CMFAS qualifications – M5, M8, M8A, M9, M9A; HI advantageous.
• 5–7 years of experience in business development, preferably in banking and financial services.

Responsibilities

• Facilitating the onboarding process for partners to strengthen value proposition and alignment with business objectives.
• Engaging in strategic negotiations with partners to maximize value and secure favourable terms.
• Managing end-to-end contract lifecycle, liaising with partners, reviewing agreements, and ensuring compliance.
• Heading and overseeing the Introducer Programme management and enhancements to boost attractiveness and engagement.
• Developing and delivering customer communications across channels to ensure consistent messaging.
• Overseeing timing and frequency of communications to optimise engagement and avoid oversaturation.
• Segmenting and personalising communications based on age, demographics, purchase history, and behaviour.
• Ensuring timely data retrieval to support operations and analytics, maintaining data integrity.
• Conducting maker-checker for promotional fulfilments to ensure accuracy and compliance.
• Drafting memos and coordinating approvals with stakeholders to maintain proper documentation.
• Collaborating with service ambassadors and branch staff for customer walk-in experience; responding to inquiries.
• Conceptualisation and execution of engagement and appreciation events for Preferred Banking and Emerging Affluent segments; tracking ROI.
• Onboarding internal and external stakeholders and vendors to deliver seamless event experiences.
• Tracking of inventory.

Skills

Banking knowledge

Communication

Planning & Organisation

Education

Bachelor's degree

Job description

Responsibilities

JOB DESCRIPTION

Value Proposition Partnerships

• Facilitating the onboarding process for partners to strengthen the overall value proposition, ensuring seamless integration and alignment with business objectives.
• Engaging in strategic negotiations with partners to maximize value and secure the most favourable terms and discounts, fostering long-term mutually beneficial relationships.
• Managing and overseeing the end-to-end contract lifecycle, including liaising partners, reviewing agreements, and ensuring compliance with contractual obligations.
• Heading and overseeing the end-to-end management of the Introducer Programme, including strategic enhancements to increase its attractiveness and engagement for potential introducers.

Customer Engagement

• Developing and delivering customer communications across all channels to ensure consistent and effective messaging.
• Overseeing the timing and frequency of customer communications to optimise engagement and prevent oversaturation.
• Segmenting and personalising customer communications based on key factors such as age, demographics, purchase history, and customer behaviour to enhance relevant and effectiveness.

Operational Excellence

• Ensuring the timely retrieval of accurate data from the relevant team to support operational and analytical needs, while maintaining data integrity and compliance with company standards.
• Conducting the maker-and-checker process for all promotional fulfilments to ensure accuracy, compliance, and proper validation before execution, minimizing errors and maintaining process efficiency.
• Drafting and finalizing official memos, ensuring accuracy and clarity, and coordinating the approval and sign-off process with relevant stakeholders to maintain proper documentation and compliance.
• Collaborate with service ambassadors and branch staff for the management of customer walk-in experience at branch and lounge.
• Managing and responding to inquiries from sales and service personnel in a timely and efficient manner.

Event Organization

• Conceptualisation and execution of engagement and appreciation events (both in-person and virtual) for Preferred Banking and Emerging Affluent segment. Identify and implement suitable measures to track event success and ROI.
• Onboarding and management of both internal stakeholders and external partners or vendors to deliver a seamless event experience to customers.
• Tracking of inventory.

Requirements

Qualifications

• Degree Holder

Professional Qualification and/or Regulatory, Licensing Requirements

• CMFAS Qualifications – M5, M8, M8A, M9, M9A, and HI would be an advantage

Relevant Work Experience

• 5-7 years of experience in Business Development, preferably in banking and financial services

Competencies/Skills

• Sound knowledge of banking products, services, processes and regulatory requirements
• Good written and verbal communication skills
• Good planning and organizational skills