Our client is a large bank in Hong Kong and is looking for a high caliber candidate for the position.

Responsibilities

• To manage and analyze financial performance KPIs in order to identify business performance for optimizing business profitability
• To oversee budget plans of segment acquisition, product penetration, qualify ratio and uplift the product per customer
• Be responsible for cost monitoring associated with project(s) assigned, ensure that there is no over spending
• To formulate customer acquisition and portfolio management strategies and implement competitive and cost-effective marketing programmes to meet new customer and revenue per customer target
• To ensure customer touch points with best customer experience for product cross-selling solutions for customer AUM and revenue growth
• To monitor and analyze business, financial and portfolio performance to improve customer acquisition KPIs, qualified ratio & product penetration rate
• To enhance customer loyalty through customer delights and organize customer events to deepen customer relationship
• To identify, propose and drive business initiatives to ramp up acquisition capabilities (including but not limited to new channel development, system enhancement and process re-engineering)
• To coordinate with other departments / branches and oversee the launch of initiatives in effective and efficient way
• To ensure proper flows and processes are in force for the touchpoints to deliver sales and service pledge
• To propose idea, work plan & end-to-end execution of the projects assigned
• To lead the section to drive the business related initiatives
• To communicate with both internal and external customers for effective delivery
• Comply with all applicable regulations, rules, codes, guidelines and standards set by regulators and the Bank, and carry out duties with high integrity; and
• Adhere to all established risk control guidelines, procedures and measures to identify, assess, report, mitigate and monitor the risks involved in the day-to-day work
• To provide various segment acquisition and portfolio management related sales support, including but not limited to localized promotions for branches, event management and coupons/souvenirs stock monitoring
• To perform ad hoc tasks for the Department and Personal Banking Division

Requirements

• University Graduate in Business Administration, Finance, Marketing or related discipline;
• Minimum 15 years of relevant experience, preferably in product marketing, distribution and sales support management position which include: at least 8 years of managerial experiences
• Solid experience in product marketing and distribution in banking or financial services industry, with a strong track record of delivering results
• Sound knowledge about the bank’s products & services and project management skill
• A team leader with excellent interpersonal, communication and analytical skills; ability to interpret and apply market data and trends
• High proficient of both spoken and written English and Chinese

Midas Associates Limited is a focused banking and finance executive search firm formed by Consultants who were senior investment, commercial, corporate  & consumer bankers.