Wealth Banking Channel Optimisation Lead

2 weeks ago


Singapore Page Personnel Full time
A leading global financial institution and with a strong APAC presence

  • Contract for a start, extendable and convertible to permanent

About Our Client:


Our client is a leading global financial institution and with a strong APAC presence, is looking to hire an experienced Digital Acquisition and Channel Optimisation Lead to join their team and take ownership of their digital banking capabilities for the retail and wealth banking business.


  • Be responsible for endtoend sales and acquisition of WPB (Cards, Loan & Deposit products)
  • Establish and achieve best in class O2O (offline to online) sales management framework.
  • Multichannel E2E leads management and sales originations from manned channels including strategy, processes, and enablers to drive the growth of assisted digital sales.
  • Own and optimize full digital sales funnel from paid marketing, owned channels, support partnership (including with aggregators) to drive digital leads, sales, and fulfilment.
  • Establish multiproduct (deposits, cards, loans, retail wealth and insurance) digital sales framework.
  • Implement product bundling and crossselling strategies to maximize digital sales growth.
  • Partner with Products, Propositions, Marketing to drive digital sales via Straight Through Processing (STP), digital marketing, creative messaging, digital campaigns, media optimization, website content management, SEO, A/B Testing, retargeting for complete digital channel optimization.
  • Accountable to drive early activation including digital active, mobile active and cards activation.
  • Identify enablers which will improve process efficiency.
  • Review and recommend key metrics for mapping & monitoring sales effectiveness processes (including SLAs, volumes, CPA)
  • Responsible for the web pages change management and coordination with group content studio to deliver on content and page changes on a timely basis.

The Successful Applicant:

  • Expertise in channel optimization across digital marketing, digital sales, managing funnel dropoffs for retargeting activities, full funnel management and conversion knowhow.
  • Familiar with use of Looker, Adobe Analytics, Google Analytics, and other data capabilities
  • Good understanding of digital skillsets, including channel optimization strategy, endtoend leads management, messaging opportunities to prompt and successfully reengage sales leads.
  • Establishing best in class digital experiences within digital and physical network channels
  • Ability to initiative and drive strategic direction, aligned with Products, Propositions, Marketing and other Functions.
  • Ability to influence and drive change.
  • Understands how to navigate the matrix and drive integration opportunities.

What's on Offer:

  • You will play a key role in developing and executing their digital strategy, driving the adoption and implementation of digital solutions to deliver the best in banking for their wealth and retail clients.


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time

    Asian Wealth Business Performance and Implementation LeadDescriptionJoin a team where your impact will be valued and recognized!If you're on the lookout for a career that can truly make a difference, look no further than HSBC. This is your chance to be part of a company that not only offers top-notch opportunities, support, and rewards but also values your...

  • Wealth Manager

    1 month ago


    Singapore Titans Private Wealth Full time

    Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...

  • Wealth Manager

    4 weeks ago


    Singapore Titans Private Wealth Full time

    Key Responsibilities 1. Drive Client Acquisition and Foster Long-term Relationships Proactively prospect and acquire new clients while nurturing lasting relationships to meet individual targets. Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth. 2. Provide...


  • Singapore HSBC Full time

    Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal...


  • Singapore HSBC Full time

    Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal...


  • Singapore HSBC Full time

    Job description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. ...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & ResponsibilitiesJob DescriptionLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programs specially catered for students in financial services and agency management:• Industry-recognised certifications in the financial services industry• Full training in financial services and...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Wealth Manager

    2 weeks ago


    Singapore Vastus Wealth Pte Ltd Full time

    As Wealth Manager your role is to:Maintain and manage internal leads/referrals coming from the community Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions Maintain superior relationships by responding timely and accurately with our community to ensure a consistent...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore Citi Full time

    One of the core objectives of the Regional Segments team is to drive client acquisition led Qualified Client Growth, which is a strategic priority for CGW - a division of Citi focused on serving the needs of clients across the entire wealth continuum (namely Citi Plus, Citigold, Citigold Private Client and Citi Private Bank).We are seeking an experienced...


  • Singapore HSBC Full time

    Job description Some careers grow faster than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. ...


  • Singapore U3 INFOTECH PTE. LTD. Full time

    Roles & ResponsibilitiesJob Role:· Enable client activities through timely action on client requests with high precision· Leverage leading technology tools to automate and improve efficiency· Collaborate well with partners from various functions and come up with innovative solutions for our clients· Maintain client privacy by demonstrating sensitivity...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore HSBC Full time

    Job description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. ...


  • Singapore HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Singapore DBS Bank Limited Full time

    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...


  • Singapore DBS Bank Limited Full time

    Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our...