PD Segment Growth, Consultant (HNW & Non-HNW)

Position Objective:

This role drives the HNW/Mid-Segment growth by translating customer insights and partner priorities into customer-centric propositions, campaigns, and growth initiatives in collaboration with AIA bank partner and internal stakeholders.

Roles and Responsibilities:

1. Segment Strategy & Proposition Development

• Develop and drive HNW/Mid-Segment growth roadmaps.
• Facilitate alignment with AIA bank partner and internal stakeholders to translate customer insights & market opportunities into segment growth opportunities.
• Work with AIA bank partner and internal stakeholders to conduct customer, competitor, market landscape & portfolio assessments, to formulate differentiated segment propositions and value propositions.
• Drive proposition development & enhancement to strengthen competitiveness, customer relevance and business performance.
• Monitor segment performance against sales, penetration, and growth targets.

2. Customer Acquisition

• Design acquisition strategies for New-to-Banca customers.
• Develop annual campaign calendars aligned to segment priorities.
• Identify opportunities to improve lead generation and conversion.
• Work with stakeholders to execute tactical campaigns to drive activation, cross-sell, and conversion.
• Monitor campaign performance and recommend actions to optimize business outcomes.

3. Existing Customer Growth & Marketing

• Define and drive Banca existing customer marketing and customer lifecycle management (repurchase) strategy.
• Identify repurchase, cross-sell, and upsell opportunities through customer analytics, business insights, and partner feedback.
• Track customer lifetime value and repurchase contribution and recommend actions to accelerate growth.

Minimum Job Requirements:

Education & Experience

1. Hold a strong degree in Science (Actuarial Science, Engineering, Mathematics, Statistics, Data Science), Business /Commerce (Finance, Economics, Accounting & Finance, Marketing) or its equivalent.
2. Has at least 5 years of related working experience in Insurance or Financial Institutions.

Skills

1. Strong analytical skills, deductive reasoning, problem solving and critical thinking skills
2. Strong business acumen
3. Strong customer focuses with the ability to quickly build strong relationships within and out of the organization.
4. Strong influencing skills
5. Strong written, verbal communication skills and presentation skills
6. Able to work independently with minimal guidance and monitoring
7. Proficient in Microsoft Office Software (Word, Excel, Power Point)
8. Able to collaborate with other teams to drive positive outcomes
9. Project management skills and ability to manage multiple priorities