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Assistant General Manager, Customer Strategy, High Net Worth

China CITIC Bank International Limited
Hong Kong, Hong Kong
Closing date
Jun 17, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Job Purpose
  • To formulate and implement High Net Worth customer segment strategies (Private Bank, CITICdiamond and CITICfirst) to achieve the business goals / targets and improve customer experience; design and monitor the implementation of segment business plans through initiatives / activities on customer acquisition, engagement, growth and retention; work with various internal and external stakeholders to meet customers' needs from a holistic perspective

Key Responsibilities
  • Define customer segments value propositions, drive and manage strategic development of segment propositions to increase market competitiveness and market share, enhancing the brand for local and cross border segments.
  • Drive segment product solutions and leverage on cross channel and digital development to increase share of wallet
  • Develop and implement segment pricing strategy to maximize segment profitability
  • Identify strategic partnerships / alliances and develop sound business models to facilitate the continual growth of segment portfolio
  • Design and implementation of Customer Experience Journey and define end-to-end customer experience for all segments
  • Identifying new business opportunities and working with internal stakeholders and external business partners to expand market penetration through existing customer base, acquisition of new customers and distribution channels
  • Lead the team to work with branches, sales and other stakeholders to develop integrated distribution initiatives to expand the business portfolio.
  • Lead and support segment related strategic projects based on business priorities of the Bank
  • Build high performance team through on-going staff guidance and coaching
  • Implement and compliance of anti-money laundering policy and relevant procedures.
  • Provide management oversight and develop/maintain a strong compliance culture regarding regulatory and compliance matters as well as anti-money laundering and counter terrorist financing control activities.

  • Degree holder in related discipline.
  • Minimum 8 years of marketing experience in banking products or services
  • Good knowledge of HNW segment and cross-border business in Hong Kong.
  • Familiar with relevant regulatory and statutory requirements and knowledge of private banking and other retail banking wealth management products.
  • Good command of English and Chinese

For more details about career opportunities with the Bank, please visit our website Please apply with full resume stating current and expected salaries.

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non-discriminatory manner.

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