Manager, Wealth Client Engagement

2 days ago

Singapore Standard Chartered Full time

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The Wealth Solutions Client Engagement team is a key function within Wealth Solutions (WRB), responsible for the marketing of our wealth management capabilities to our clients across client segments. The team drives impactful marketing content, ideas and provide insights that help strengthen client relationships and drive business growth across both online and offline channels, ensuring a unified and consistent brand presence underpinned by our brand promise of being a trusted wealth advisor.
The candidate should be detail-oriented and proactive, providing support to the team in conducting data driven analysis and facilitate effective decision making. Reporting to the Head of Client Engagement, Wealth Solutions Singapore, this role will help the team in further driving the wealth agenda, supporting the country wealth solutions business in delivering sustainable performance against financial and non-financial goals; run all administrative and strategic agendas for the team
There will be exposure to collaborate across 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.
RESPONSIBILITIES
Strategy

  • Promote analytics data driven decision making processes across multiple products/segment portfolios by identifying key data sources/stakeholders and where needed gather and built an internal repository where required.
  • Drive for 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.

Business

  • Support key business decision making by delivering relevant and value added strategic and tactical analytics. Ensure insights are actioned through marketing, segment and product area initiatives.
  • Supervise daily, weekly, monthly performance data gathering distribution to various stakeholders / committees.
  • Ensure analytics models are fine-tuned to produce accurate output, working closely with our analytics (RA) stakeholders.
  • Support Financial tracking and forecasting processes across all digital sales/marketing initiatives.
  • Assist in regular campaign and use-case campaign prioritisation activities, with an aim to achieve maximum effectiveness for the team.
  • Handle client service escalations, ensuring prompt resolution in collaboration with relevant teams.

Processes

  • Coordinate with frontline (Relationship Managers, Specialists) to deliver client engagement activities on in-person events and online engagement.
  • Actively partner product and digital teams to ensure for a smooth client onboarding journey, meeting all regulatory and compliance standards.
  • Participate the

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