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Job Title: Senior Wealth Engagement Specialist
Job DescriptionThe Wealth Solutions Client Engagement team plays a pivotal role within the organization, responsible for promoting wealth management capabilities to clients across various segments. The team drives impactful marketing content, ideas, and insights that strengthen client relationships and drive business growth through both online and offline channels.
Key Responsibilities- Promote data-driven decision making processes by identifying key data sources and stakeholders.
- Drive a differentiated and consistent client experience across the Wealth & Retail Banking client segments.
- Focused on client onboarding, engagement, and execution of initiatives that deepen client relationships.
- Support the execution of wealth client engagement campaigns, events, and client communications through an omnichannel approach.
- Track client engagement metrics and recommend initiatives to increase market share and target opportunities.
- Analyse client feedback and propose service enhancements.
The ideal candidate should be detail-oriented and proactive, providing support to the team in conducting data-driven analysis and facilitating effective decision making.
BenefitsThis role offers exposure to collaborate with a wide spectrum of stakeholders, from internal wealth product teams to Digital Sales/Marketing, Global Content Management, Global CIO, Technology, event consultants, Analytics, and Legal and Compliance teams.
OthersThis is an exciting opportunity for the right candidate to join our team and contribute to the success of the organization.
