
Wealth Client Engagement Specialist
3 days ago
The Wealth Client Engagement team plays a crucial role in marketing the bank's wealth management capabilities to clients across various segments.
The team drives impactful marketing content, ideas, and provides insights that help strengthen client relationships and drive business growth through online and offline channels. The team ensures a unified and consistent brand presence underpinned by the bank's promise of being a trusted wealth advisor.
As a detail-oriented and proactive candidate, you will support the team in conducting data-driven analysis and facilitating effective decision-making.
Reporting to the Head of Client Engagement, this role will contribute to further driving the wealth agenda, supporting the country wealth solutions business in delivering sustainable performance against financial and non-financial goals.
Key Skills and Qualifications- Promote analytics-driven decision-making processes across multiple products/segment portfolios by identifying key data sources/stakeholders and gathering and building internal repositories where required.
- 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 omni-channel approach (PNs, eDMs, YouTube, Facebook, TikTok, Google, other social media platforms).
- Track client engagement metrics and recommend initiatives to increase market share and target opportunities.
- Analyse client feedback and propose service enhancements.
- Opportunity to work with a diverse range of stakeholders, including internal wealth product teams, Digital Sales/Marketing, Global Content Management, Global CIO, Technology, event consultants, Analytics, and Legal and Compliance teams.
- Collaborative and dynamic work environment.
- Professional development and growth opportunities.
- Display exemplary conduct and live by the Group's Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across the bank.
- Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct, and compliance matters.
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