Marketing Senior Manager, Wealth Management

Giới thiệu công ty

Mô tả công việc

• We are seeking a highly experienced and strategic Marketing Senior Manager to lead the development and execution of comprehensive marketing strategies for our Wealth Management division.
• This pivotal role is responsible for shaping the Wealth brand identity, driving customer engagement and conversion across various segments, designing rewarding loyalty programs for high-net-worth clients, and developing exclusive concierge and premium services.
• You will be instrumental in creating a consistent, customer-centric brand experience that resonates across all touchpoints, from digital platforms to direct interactions with Relationship Managers and community events.
• This position requires a deep understanding of financial services marketing, customer behavior, and a proven ability to translate strategic vision into actionable marketing plans that deliver measurable results and foster long-term client loyalty.
• The ideal candidate will possess a forward-thinking approach to marketing, a keen eye for detail, and the ability to inspire and lead cross-functional teams towards achieving ambitious business objectives within the competitive wealth management landscape.
• This is a critical role for driving client acquisition, retention, and deepening relationships within the high-net-worth segment, contributing significantly to the overall growth and success of our Wealth Management division.
• Develop and propose a robust Wealth brand positioning, aligning with the program's strategic direction of customer-centricity, lifecycle, and family-focused advisory.
• Standardize the "content identity" for Wealth, including core messaging per segment and principles for risk disclosure and recommendations.
• Ensure a consistent brand experience across online channels (app/website), direct channels (RM/branch), and community/event channels.
• Design and implement engagement and conversion strategies tailored to Wealth segments, focusing on key customer touchpoints.
• Develop and continuously optimize measurement plans to increase targeted reach, content/advisory tool engagement, and conversion to consultation and investment.
• Propose and design reward/recognition mechanisms for loyal high-net-worth clients based on managed assets, tenure, and product/service utilization.
• Develop "privilege packages" aligned with customer segmentation, including implementation roadmaps and service standards for Concierge services and premium add-ons.
• Design an investment community model with engaging activities and educational content to foster financial literacy and build trust.
• Develop project implementation plans, manage dependencies with other workstreams (advisory, products, customer journey, training), and ensure compliance with investment product communication regulations.
• Collaborate with Legal/Compliance and relevant units to ensure accurate investment product communication, comprehensive risk warnings, and consistent information across all entities.
• Required Skills & Qualifications
• Minimum of 10 years of experience in financial services marketing, customer program development (loyalty/privileges), and customer growth across digital and direct channels.
• Proven experience in banking, securities, fund management, insurance, or consumer finance, with a strong preference for candidates who have developed Affluent/Wealth segments.
• Solid understanding of financial customer behavior and investment decision-making logic to build effective customer touchpoints.
• Knowledge of basic compliance principles for investment product communication, including risk warnings and avoiding profit guarantees.
• Modern marketing mindset: design, test, measure, optimize.
• Excellent cross-functional coordination skills, working effectively with Wealth/RM business, operations, technology & data, legal/compliance, and partners.
• Strong content development skills for messaging frameworks, brand management, and privilege program management.
• Bachelor's degree in Marketing, Business Administration, Finance, or a related field.
• Excellent communication and presentation skills, with the ability to articulate complex strategies clearly.
• Proficiency in data analysis and reporting to drive informed decision-making.
• Demonstrated ability to manage multiple projects simultaneously and meet deadlines in a fast-paced environment.
• Experience with CRM systems and marketing automation platforms is highly desirable.
• Additional Information
• This role offers a unique opportunity to shape the future of Wealth Management marketing within a dynamic financial institution.
• You will work with a dedicated team and have the autonomy to implement innovative strategies.
• We are committed to fostering a collaborative and growth-oriented environment.
• If you are a visionary marketer with a passion for financial services and a track record of success in building premium customer experiences, we encourage you to apply.
• The successful candidate will be instrumental in driving client acquisition, retention, and deepening relationships within the high-net-worth segment, contributing significantly to the overall growth and success of our Wealth Management division.
• We offer competitive compensation, comprehensive benefits, and opportunities for professional development.

Địa điểm & thời gian làm việc

• Location: Ho Chi Minh City, Vietnam
• Workplace Type: On-site