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Drive the Segment Acquisition Strategy across online and offline channels with focus on qualified New-to-Bank (NTBs) and cost-per-acquisition efficiencies. Responsible for building and enhancing the Citigold Private Client (CPC) Segment Proposition cutting across partnerships, wealth management value proposition, privileges and customer experience. Support Head of Segment Acquisition & Proposition by managing and executing business strategies of responsible segment to build franchise and meet customer needs.
Drive Segment Acquisition Strategy both online and offline, covering offer construct, targeting strategy, sales incentive model, CVP content-building.
Monitor competitor movements, programs and promotion and develop action plans to remain competitive
Explore and develop new acquisition channels, solicit joint promotion partners
Champion break-through in online application process to achieve straight-through processing
Work closely with the Sales & Distribution team to ramp up and meet the aggressive targets for qualified NTBs across segments
Own and enhance the CPC Proposition through a focused wealth management proposition, strategic partnerships, privileges and customer experience / events
Spearhead a new and emerging sub-segment under the CPC value proposition, including product offering, service model and privileges. Working through AML and other regulations with L&C and Sales Compliance.
Support Head of Segment Acquisition & Proposition in growing business franchise of segment and ensure smooth operations in Product & Segment team
Formulate and execute marketing programs that encompass market opportunities, development and penetration
Attend to details of programs including marketing tactics, profit and loss impact, rollout recommendations, and MIS tracking
Oversee expense management, in particular focus on Marketing Expense Efficiency
Ensure overall risk control with full adherence to all laws and regulations and Citigroup policies and procedures
Prepare proposals, program evaluation including sales tracking for campaigns and program results / performance
Minimum 8 years marketing experience in banking industry
Preferably with experience with the Affluent and Super Affluent segment
Presentation and communication / negotiation skills
Strong in interpersonal relationships
Resourceful, creative, assertive, dynamic and detail oriented