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The Manager, Wealth Proposition & Partnerships is responsible for architecting and executing the end-to-end growth strategy for the bank's affluent and high-net-worth client base. Reporting to the Head of Wealth Marketing, the role serves as the primary marketing strategist for the Retail Wealth Management (RWM) division, bridging the gap between product development and client experience.
The role focuses on defining distinct customer personas-ranging from Priority to Private Banking-and enhancing the bank's Customer Value Proposition through exclusive strategic partnerships and high-tier branding. This position supports business and market share growth by creating a seamless, premium customer journey that positions the organization as a preferred partner and thought leader in the wealth management space.
Job Responsibilities:
Plan and execute overall Wealth Segment Strategy.
Develop insights to define Wealth Segmentation Personas - across Private Bank, HLB Priority and Branch Wealth Distribution.
Develop and lead client engagement strategy across the segments, including communications, promotions, events strategy.
Customer journey & channels mapping (On-boarding, Month on Book etc).
Build Wealth Segment Customer Value Propositions (CVP)s, through identification and forming of strategic partnerships and collaboration.
Wealth Segment Marketing strategy & planning to support RWM across Investment, Bancassurance, Deposits/CASA.
Wealth Branding including development and guardianship of the wealth brand positioning & identity.
Wealth content strategy, development and distribution to build thought leadership and brand position.
Wealth Marketing communications including implementation of a sustained brand awareness and customer engagement calendar.
E2E marketing campaigns - from planning & development, execution (including advertising & media), internal coordination & alignment, reporting and optimization.
Align, coordinate and plan Wealth marketing initiatives with Product, Operations, Finance, Sales and Distribution teams to drive effective execution and targeted business results.
Ensure all marketing projects are in full compliance of all regulatory, legal and compliance.
Job Requirements:
Malaysian citizen
Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
At least 5 -8 years of relevant in brand management, customer segmentation, and strategic marketing.
Sound experience in executing effective micro-marketing campaigns or wealth-related engagements.
Past experience in developing and managing strategic partnerships and relationships.
Excellent commercial acumen, strategic & forward thinking, strong analytical and interpersonal skills with the ability to effectively communicate with stakeholders at all levels.
Able to build cross functional relationship with other teams and navigate the organization independently.
Strong understanding of financial regulations and market trends.
Highly motivated, result-driven, innovative, creative and agile.
Job ID: 149951435
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