Responsibilities
Plan and drive key programs and initiatives for Financial Planning & Advisory:
- Drive reverse inquiry strategy: To deepen relationships and fortify trust with our customers, we are centrally driving communication on behalf of our Wealth Planning Managers (WPMs) until customers require human expertise.
- Execute communications to keep customers updated on their portfolio holdings, and how recent news & policy updates impact their financial plans.
- Synthesize customer responses to sharpen our content, ensuring all communications are personalized and relevant to each customer.
- Conducting Discovery sessions with customers and WPMs to identify customer needs and explore what communications will help our customers.
- Propose engagement strategies based on content, frequency and channels that will be relevant to each customer's needs.
- Explore technology/AIML/GenAI solutions to automate the synthesis of customer response, maintain response time service level by WPMs, and incorporate personalized insights that is relevant to each customer.
- Develop and drive OTO engagement strategies (Online to Offline + Offline to Online) to guide our customers in their Financial Planning journeys.
- Conducting Discovery sessions with customers and WPMs to identify how might we leverage both online and offline channels to help customers fulfil their financial planning needs.
- Ideate with cross functional stakeholders to develop new communications, engagements, tools, or operating models that can help customers fulfil their financial planning needs.
- Conduct experiments to evaluate the effectiveness of our initiatives in addressing customer needs.
- Support strategy development to shape the future of Financial Planning & Advisory.
Requirements
- Bachelor's Degree in Communications, Marketing, or related discipline.
- Minimum 3 years of experience in communication/CRM/marketing/public relations, preferably in consumer banking or sales & distribution.
- Keen interest in leveraging technology to boost productivity and personalizing customer communications.
- Good analytical skills and the ability to convey complex information clearly to a diverse audience.
- Excellent stakeholder management, change management, and communication skills, with a proven track record in a multi-stakeholder environment.
- Ability to manage complex priorities, resolve conflicts, and influence stakeholders beyond formal reporting lines.
- Self-starter and collaborator who thrives in a fast-paced, ever-changing, and deadline-driven environment.
- Ability to summarize complex issues in business terms, anticipate problems, and apply problem-solving skills.
Interested candidates may send in their resume and cover letter directly to [email protected] (R1434374), stating the position as the subject title in the email.
Jireli Gem Mejia Cabria EA License No.: 02C3423 Personnel Registration No.: R1434374
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