Job Summary
The role focuses on managing and growing wealth management, insurance services, marketing and customer experience tailored for retail customers in digital platform.
Key Responsibilities
1. Strategic Development:
- Formulate strategies to enhance wealth management and insurance offerings for retail customers.
- Align product offerings with the overall goals of the retail banking division in digital platform.
2. Client Engagement:
- Develop initiatives to grow retail customers, including personalized service with good customer experience.
- Foster relationships with high-net-worth individuals and mass affluent customers.
3. Product Management:
- Oversee the development and marketing of wealth management and insurance services for retail customers.
-Improve the retail customer experience in account opening/payment/remittance/foreign exchange
- Supervise the retail customer APP UI&UX design and optimization, and retail customer experience and business process optimization
- Ensure products meet retail customer needs and comply with regulatory standards.
4. Sales Performance:
- Set sales targets and monitor performance metrics for wealth and insurance teams.
- Implement training programs to enhance sales techniques and product knowledge.
5. Risk Management:
- Identify and mitigate risks related to wealth management and insurance products.
- Ensure adherence to regulatory compliance and internal policies.
Requirements
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