Associate Director, Affluent Proposition – Private Wealth Proposition Development

Key Responsibilities

• Develop and execute Private Wealth proposition strategies, ensuring alignment with business objectives and growth priorities.
• Manage the end-to-end lifecycle of propositions, from design and structuring to rollout and ongoing optimization.
• Plan and implement marketing and client engagement strategies to drive awareness, adoption, and loyalty.
• Design and continuously refine the client engagement model and end-to-end customer journey to strengthen relationship management.
• Collaborate with internal business units and manage strategic partnerships (internal and external) to enhance product offerings, wealth advisory solutions, and client programs.
• Drive revenue growth by ensuring propositions and engagement initiatives are commercially viable and aligned with client needs.
• Monitor proposition performance, utilization trends, and client behaviour to optimize offerings and engagement approaches.
• Track, measure, and analyze campaign effectiveness, client engagement, and proposition adoption; provide recommendations to improve outcomes.
• Work closely with frontline teams to ensure propositions and engagement plans are well understood and effectively executed.
• Prepare management updates, presentations, and papers for senior stakeholders and governance forums.
• Ensure adherence to regulatory requirements, compliance policies, and internal procedures.
• Conduct CET testing, update the SOP, and ensure all campaigns and programs comply with CIMB standards.

Key Requirement

• Minimum 5 years of experience in Affluent Banking, Segment Management, Channel Management, Product Management, Marketing, or other relevant areas within the banking industry.