Job Description

Job Category: Wealth
:
Strategic Planning and Analysis:

• Manage Key digital initiatives for wealth business
• Manage Customer Experience & Delight - communications, engagements, activation, portal & website, etc
• Digital Communications - Campaigns, notifications, other relevant communications for existing & prospective customers
• Manage customer service desk, QRC process & Customer Surveys, social media, etc
• Other Digital campaigns, marketing & branding activities for customers & prospective customers
• Act as a consultant and subject matter expert to segment business lines and the Institutional Partners that use the suite of Advisory Services.
• Understand pipeline and sales strategy; determine client opportunities and support needs; and develop an annual plan to support needs of clients.
• Utilize data analytics tools and techniques to identify trends, behaviours, and opportunities within different customer segments.
• Monitor market dynamics and competitive landscape to assess how they impact customer segment requirements.
• Provide actionable recommendations to enhance product development and marketing strategies, ensuring they align with segment-specific expectations.

Customer Segmentation:

• Collaborate with cross-functional teams, including Marketing, Product Development, and Sales, to identify customer segment requirements and preferences.
• Develop targeted product offerings, services, and marketing campaigns based on customer profiles and segment-specific needs.
• Develop and implement strategies for acquiring and retaining clients within each segment.
• Collaborate with Marketing teams to create tailored content, communications, and campaigns that resonate with target segments.

Financial and Portfolio Management:

• Meets with clients to assess asset status, needs, risks, goals, and progress.
• Prepares financial statements, business activity reports, and forecasts.
• Develops, organizes, and maintains client portfolios.
• Manages client assets according to investment preferences and goals.

Performance Monitoring and Adaptation:

• Monitor the performance and effectiveness of segment-specific initiatives, adjusting strategies as needed.

Skills Required