About the role
| | | --- | | Strategic Planning and Analysis: - Manage Key digital initiatives for wealth business - Manage Customer Experience & Delight – communications, engagements, activation, portal & website, etc - Digital Communications – Campaigns, notifications, other relevant communications for existing & prospective customers - Manage customer service desk, QRC process & Customer Surveys, social media, etc - Other Digital campaigns, marketing & branding activities for customers & prospective customers - Act as a consultant and subject matter expert to segment business lines and the Institutional Partners that use the suite of Advisory Services. - Understand pipeline and sales strategy; determine client opportunities and support needs; and develop an annual plan to support needs of clients. - Utilize data analytics tools and techniques to identify trends, behaviours, and opportunities within different customer segments. - Monitor market dynamics and competitive landscape to assess how they impact customer segment requirements. - Provide actionable recommendations to enhance product development and marketing strategies, ensuring they align with segment-specific expectations. Customer Segmentation: - Collaborate with cross-functional teams, including Marketing, Product Development, and Sales, to identify customer segment requirements and preferences. - Develop targeted product offerings, services, and marketing campaigns based on customer profiles and segment-specific needs. - Develop and implement strategies for acquiring and retaining clients within each segment. - Collaborate with Marketing teams to create tailored content, communications, and campaigns that resonate with target segments. Financial and Portfolio Management: - Meets with clients to assess asset status, needs, risks, goals, and progress. - Prepares financial statements, business activity reports, and forecasts. - Develops, organizes, and maintains client portfolios. - Manages client assets according to investment preferences and goals. Performance Monitoring and Adaptation: - Monitor the performance and effectiveness of segment-specific initiatives, adjusting strategies as needed. |
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