Customer Strategy Specialist

Customer Strategy Specialist

About our client:
- Top Chinese Securities firm.

Location:
- Hong Kong

Responsibilities:
- Responsible for overall planning and allocation of operational resources, formulating differentiated strategies and service standards based on the unique demands of segmented customer groups to drive AUM growth and enhance efficiency.
- Collaborate with cross-functional departments and various teams within the Wealth Management Department to design customer segment marketing campaigns and promotion strategies.
- Partner with external institutions to achieve targeted client acquisition and conversion, and expand the digital finance ecosystem.
- Conduct data insight and analysis of customer group operations, track and analyze the conversion effects of various operational strategies, and continuously optimize operational strategies based on data analysis results.
- Research global best practices in digital customer segment management, establish cooperation with external institutions, promote digital financial innovation, and facilitate high-quality development of customer groups.
- Undertake other customer segment tasks or assignments as directed by the manager.

Pre-requisites:
- Minimum of 5 years of work experience in wealth management, finance institutions, or related industries, with at least 2 years of relevant experience.
- Demonstrates integrity, humility, and a strong work ethic, with excellen