Formulate portfolio / product cross-selling strategy to promote core Investment and Insurance services to all segments of customers, including Citigold Private Client, Citigold & Citi Priority.
Expected to develop new idea to encourage our clients to use our Investment and Insurance advisory services, such as using digital & social media for marketing communications
Responsible to develop the product marketing program mechanics with justified P&L, at the same time to monitor the results of product related ATL and BTL promotions, such as Investment and Insurance product take-up & usage program, etc.
Working closely with different teams, including Product Team, Sales Channel, Marketing, Operation, Finance, Compliance, Legal, etc.
on the development of cross-selling strategy and marketing promotions.
Organize client events, including Investment seminar, high net worth clients’ loyalty luncheon, golf day, horse racing day, wine tasting, etc to build client loyalty.
Monitor channels’ performance on product & services cross-selling, mainly work with sales heads.
Manage marketing budget to enhance marketing efficiency
Motivate the team to achieve target with job satisfaction and harmony working environment.
Minimum 2 years of working experiences in banking industry, preferably in Retail Bank or Insurance company
High self-motivated, independent, result-oriented and able to work under pressure
Fluent written & spoken Cantonese & English
Knowledge of marketing technique and banking knowledge is essential
Good interpersonal skills and be a good team player
Excellent skill in Excel / Powerpoint / Word and basic statistical knowledge would be added advantages
Job Family Group :
Product Management and Development
Job Family :
Market Segments and Services
Time Type : Full time