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Customer Strategy Specialist(J18750)

CICC · 香港特别行政区

External listingfull-time4 days ago

About The Role

  1. Responsible for overall planning and allocation of operational resources, formulating differentiated strategies and service standards based on the differentiated demands of segmented customer groups to drive AUM growth and enhance efficiency.
  2. Collaborate with the company's cross-functional departments and various teams within the Wealth Management Department to design customer segment marketing campaigns and promotion strategies, partner with external institutions to achieve targeted client acquisition and conversion, and expand the digital finance ecosystem.
  3. Responsible for data insight and analysis of customer group operations, tracking and analyzing the conversion effects of various operational strategies, and continuously optimizing operational strategies based on the data analysis results.
  4. Responsible for researching global best practices in digital customer segment management, establishing cooperation with external institutions, promoting digital financial innovation, and facilitating high-quality development of customer groups.
  5. Responsible for the other customer segment tasks or other assignments from the manager.
  6. 负责统筹规划运营资源，根据细分客群的差异化诉求，制定差异化策略和服务标准，驱动客群AUM增长，提升效能；
  7. 协同公司跨部门以及财富管理部各团队统筹制定客群营销方案及推广策略，与各类外部机构合作，实现客户精准导入及转化，拓展数字金融生态；
  8. 负责客群运营数据洞察及分析，跟踪分析各类运营策略的转化效果，并根据数据分析结果，持续优化运营策略；
  9. 负责调研海外行业及市场先进数字化客群管理实践，与外部机构建立合作，推动数字金融创新，促进客群高质量发展；
  10. 负责其他客群规划相关工作或上级交办的其他工作。
  11. At least 5 years of work experience in wealth management, Finance institution or related industries, with at least 2 years of relevant work experience.
  12. Demonstrates integrity, humility and a strong work ethic, with excellent moral character.
  13. Possesses extensive experience in financial services and internet customer operations, with familiarity in overseas financial markets. Demonstrates strong user perspective and market demand insight. Prior experience in the financial or internet industry is preferred.
  14. Demonstrates in-depth comprehension of digital operation frameworks, with proficiency in the application of diverse frameworks (such as AARRR, Growth Hacking, customer segmentation, and user lifecycle); proven track record of successfully scaling campaigns and driving measurable growth.
  15. Strong analytical and data-driven decision-making skills, with ability to derive actionable insights from campaign performance metrics.
  16. Strong interpersonal skills and teamwork spirit; self-motivated, results-oriented and growth mindset with a passion for innovation and continuous improvement.
  17. Proficiency in both written and spoken Chinese and English, as well as outstanding communication and negotiation skills in a cross-cultural environment. Overseas work or living experience is preferred.
  18. 5 年以上财富管理、金融机构或相关金融行业从业经验，及2年以上相关岗位工作经验；
  19. 诚信正直、低调谦逊、艰苦奋斗，具备良好的道德品质;
  20. 具有丰富的金融业务相关经验和互联网客群运营经验，熟悉了解境外金融市场，有较强的用户视角及市场需求把握能力，有金融行业或互联网行业从业经验背景优先；
  21. 对于数字运营框架有深刻的理解和认识，可以熟练应用各种框架（AARRR，增长黑客，客群分层等，用户生命周期等）；拥有成功扩大营销活动规模并推动可量化增长的实绩；
  22. 具备强大的分析能力和数据驱动型决策能力，能够从营销活动绩效指标中提炼出可执行的洞察；
  23. 有良好的沟通能力和团队精神;自我驱动，注重成果，秉持成长型思维，对创新和持续改进充满热情；
  24. 精通中文和英语的书面及口头表达，在跨文化环境中具备卓越的沟通与谈判能力；有海外工作或生活经验为佳。

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