The Client Segment Marketing Specialist implements segment strategies and campaigns, monitors results of client acquisition and retention programs, and coordinates marketing activities with local teams. They develop communication content aimed at converting affluent clients to High Net Worth clients, monitor effectiveness of initiatives, and create engagement opportunities.
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
Please enter the external job description here (remove this line)
Job description (heading) / Description du poste (titre)
- The Client Segment Acquisition Specialist is responsible for implementing the segment strategies, programs, and campaigns aligned with 1) brand equity, strategies and plans, 2) product proposition development / launch, and 3) field strategies to drive activation, productivity, and engagement.
- Accountable for the monitoring of results of various client segment acquisition, engagement and retention, channel activation programs such as financial planning sessions, field and digital activation, strategic partnerships, sponsorships and events
- Responsible for virtual and on-the-ground coordination of activities with local marketing, business and sales units
Preferred skills (heading) / Compétences particulières (titre)
- Excellent communication skills (both oral and written)
- Knowledgeable about Microsoft Office Suite – Adobe knowledge is a plus
- Familiarity with CRM systems
- Strong project management skills
- Good organization and analytical skills
Qualifications (heading) / Compétences (titre)
- Education - Bachelor's degree holder in business-related course
- Experience - At least 3-5 years in Marketing or Sales with solid experience in financial services industry and the affluent market
Responsibilities (heading) / Responsabilités (titre)
- Develop affluent client communications nurturing content that aims to convert Upper Affluent clients to High Net Worth client
- Develop tools that will aid distribution channels to increase affluent clients' consideration and interest via various platforms and activities such as, but not limited to, e-direct mails, SMS messages, advisor spiels.
- Develop and implement client engagements that will open networking and selling opportunities with affluent and HNW clients
- Develop and implement distribution communications in relation to marketing campaigns
- Monitor each activities' results to measure effectiveness of initiatives
Job Category:
Marketing
Posting End Date:
30/05/2025
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The Client Segment Marketing Specialist is responsible for implementing marketing strategies and campaigns to drive client acquisition and engagement, utilizing both virtual and in-person tactics. They monitor results and collaborate with local marketing teams to enhance outreach to affluent clients, leveraging tools like e-direct mails and SMS for effective communication.
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