Title:  Integrated Wealth Offering Competent (JO3A)

Job Description

• Responsible for affluent and middle-income customer segment.
• Identify customer personas and truly understand their background, behaviors, preferences, financial goals / needs, and their current pain points.
• Determine investment strategies to offer products / solutions that suit target customers in each segment and persona.
• Co-designing end-to-end journey in offering wealth products / solutions in all channels to deliver a preferrable experience to customers.
• Develop plan and drive the execution of required activities to launch products, campaigns, and contents to target customers in order to increase sales volume.
• Develop strategy to create good brand perception of the Bank's investment business.

Job Qualification

• Bachelor’s degree in business or related field.
• At least 3 years’ experience in banking business.
• Experience in investment or insurance business or customer segment.