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CICC

Wealth Management - Customer Strategy Specialist

Hong Kong, Hong Kong SAROperations

About the role

FinEx AI summary

Responsible for planning operational resources, formulating differentiated strategies for customer segments to drive AUM growth, and collaborating with cross-functional teams to design marketing campaigns. Oversees customer group data insights, tracks conversion effects, and optimizes strategies. Researches global best practices in digital customer management and fosters external partnerships for digital innovation.

Core skills

Customer SegmentationData AnalysisDigital MarketingGrowth StrategyFinancial ServicesDigital Operation Frameworks

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