Vp, Specialist, Strategic Business Planning, Private Banking, Consumer Banking Group
2 weeks ago
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 customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.
The role will be responsible for planning and executing client events, managing marketing materials, preparing management reporting decks, and tracking cognitive banking initiatives.
Key Responsibilities
- Client Event Organisation:
- Plan and execute client events, ensuring seamless coordination across internal and external stakeholders.
- Work with business teams to identify target clients and develop engagement strategies.
- Manage event logistics, including venue selection, invitations, guest lists, and post-event follow-ups.
- Track conversion rate post event
- Marketing Materials Updates:
- Oversee the creation of client-facing marketing materials that align with the WPFOIS’s brand and product offerings.
- Ensure marketing collateral is regularly updated with the latest developments by working with internal stakeholders.
- Work with compliance and legal teams to ensure all materials adhere to regulatory requirements.
- Management Reporting & Deck Preparation:
- Prepare management reporting decks for business reviews, strategy discussions, and performance tracking.
- Collate and analyse key performance indicators (KPIs) for senior management reporting.
- Support ad-hoc management reporting requests, ensuring data accuracy and presentation quality.
- Track success rate for Family Office Risk Solutions in collaboration with Chubb and Bupa
- Drive Cognitive Banking Initiatives
- Track digital and cognitive banking initiatives, including eNotes conversion rate and Wealth Copilot take up rate.
- Identify target audience for specific client outreach programs, provided insights on banking solutions and tracking client engagement outcomes.
- Analyse data to assess the effectiveness of communication initiatives and suggest improvements.
**Requirements**:
- Education: Bachelor's or Master’s degree in Business, Finance, Marketing, or a related field.
- Experience: 8+ years of experience in banking, financial services, or marketing within a financial institution.
- Skills:
- Strong project management and event organization skills.
- Ability to analyze data and generate strategic insights for management reporting.
- Experience with marketing automation tools and client outreach strategies.
- Knowledge of financial products, tax-related solutions, and banking regulations.
- Proficiency in PowerPoint, Excel, and other presentation tools.
**Key Competencies**:
- Strong stakeholder management and ability to collaborate across teams.
- Detail-oriented with excellent time management skills.
- Ability to work under tight deadlines and handle multiple priorities.
- Analytical mindset with a strategic approach to marketing and client engagement.
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
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