About The Role

Workplace Type: On-site

About the Role

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.

Key Responsibilities

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.