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The key details from the original listing.
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Description supplied by the original job listing.
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.
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