Job Summary

We are seeking an experienced, strategic, and data-driven business professional to lead marketing initiatives and develop new business opportunities in the High-Net-Worth (HNW) banking sector. This role will require the person to design and execute end-to-end marketing strategies, roll out high-value external partnerships, and identify new markets for entry to drive acquisitions, deepen existing relationships, and enhance brand equity among affluent clients.

Key Responsibilities

• Client Lifecycle Needs: Design and implement ‘client-journey’ marketing programs tailored to the unique financial goals, lifestyles, and behaviours of HNW individuals.
• Cross-Functional Collaboration: Partner closely with Product Managers, Wealth Advisors, and Relationship Managers to further strengthen client value propositions that align with HNW client needs.
• Strategic Partnerships: Source, establish, and manage cross-industry marketing alliances with luxury brands, elite social clubs, and shopping/concierge services to access untapped affluent networks.
• Bespoke Experiences: Plan and execute exclusive, high-end events and seminars that resonate with the financials needs of the HNW individuals.
• External Partner Management: Serve as the primary relationship lead for external lifestyle, corporate, and luxury partners; negotiate co-marketing agreements, ensure alignment with brand standards, and ensure protection on client information/data.
• Acquisition and On-boarding Programs: Scale up and enhance referral, acquisition, and deepening programs that successfully on-board qualified prospects into the bank's wealth management proposition.
• New Wealth Opportunity: Evaluate and identify emerging market opportunities which in need of wealth advisory service through close collaboration with internal partners.
• Data-Driven Analytics: Utilize client and segment analytics to identify market trends, customer insights, and relationship deepening opportunities. Monitor and track campaign performance, engagement levels, and conversion rates to continuously improve efficiency and productivity.

Qualification

• Professional Experience: 10+ years of experience in segment marketing and/or wealth management sales and marketing, preferably servicing the HNW clients. 
• Industry Knowledge: Deep understanding of consumer banking industry, wealth management market, wealth management products, advisory services, and the respective regulatory environment.
• Education: Bachelor’s degree, Business Administration, Finance, or a related field.
• Communication Skills: Exceptional written and verbal communication skills, with the ability to influence stakeholders and external partners at all levels.