Associate Director, Digital Wealth Sales

Found in: Talent HK C2 - 2 weeks ago

Hong Kong, Hong Kong SAR China Standard Chartered Bank Full time

Role Responsibilities

This role is a member of the Wealth Proposition & Solutions team within HK Wealth Management, focusing on driving digital sales and marketing campaigns end to end, devising ways to commercialize our suite of wealth products and services. The goal is to drive customer and product acquisition, deepening and reactivation through digital and hybrid channels.

Strategy

Assist in developing and driving digital sales strategy to deliver digital sales and revenue targets for key wealth management product including but not limited to FX, Equities, Managed Investments, and Insurance Understand digital product value and develop our unique selling proposition

Business

Manage and work with products and cross-functional teams to develop digital sales and marketing campaigns end to end, contributing to wealth digital sales targets and customer KPIs, and driving incremental growth Manage the full backlog of wealth experience enhancements, working with multiple stakeholders to ensure timely delivery of initiatives Track and perform analysis on business results and market campaigns effectiveness, monitor and optimize the end-to-end digital sales funnel Monitor the Wealth Management health of book to identify actions and client engagement strategies, delivering via digital sales & marketing Work with Group and country analytics teams to synergize customer segmentation, Wealth personas, propensity models, risk profiles, and client sentiments profiling to sharpen targeting, develop personal and relevant messaging strategies, as well as tactical offer and pricing strategies Proactively look for new digital marketing trends and ideas to strengthen digital sales and hybrid sales journeys, enhancing customer experience throughout the sales funnel, and generate quality warm leads

Regulatory & Business Conduct

Display exemplary conduct and live by the Group’s Values and Code of Conduct. Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

Wealth Management Products Digital Banking Retail Analytics Marketing Legal & Compliance

Other Responsibilities

Embed Here for good and Group’s brand and values in CPBB Hong Kong Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures

QUALIFICATIONS

TRAINING, LICENSES, MEMBERSHIPS AND CERTIFICATIONS

At least 8 years of work experience in banking and financial industry, with expert knowledge in digital sales Highly effective communicator with excellent interpersonal skills Working knowledge in investment and insurance products, MarTech, and Adobe Analytics Strong business acumen with data analysis and synthesis skills Experience in investment and insurance AI products/ features is a plus

Our Ideal Candidate 

Digital Sales Wealth Management Products Martech Adobe Analytics Business Analytics

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