工作內容：
We are seeking a highly motivated and results-oriented Project Manager to support the Emerging Affluent Segment operation within the Consumer Banking Group. This role will be responsible for driving key initiatives and projects related to developing a compelling Customer Value Proposition (CVP) that reflects deep customer insights, life-stage needs, and behavioral drivers. The successful candidate will contribute to segment growth, digital-led engagement, wealth product penetration, and building a strong pipeline into the Affluent segment, all anchored by data-driven decisions and a seamless digital engagement service model.
1. Segment Strategy, CVP & Customer Understanding Support: - Support the definition and evolution of a differentiated CVP based on robust understanding of customer personas, needs, aspirations, and financial behaviors. - Assist in segmentation strategy informed by data analytics, life-stage mapping, and behavioral insights. - Help align products, services, and channel offerings to specific customer life events (e.g., career milestones, family planning, asset accumulation).
2. Customer Insights & Data-Driven Marketing Project Management: - Assist in championing a customer insights-led approach, using qualitative and quantitative research and behavioral analytics. - Support the development and execution of data-driven programs that personalize engagement, cross-sell, and upgrade journeys. - Collaborate with the Data Chapter, Digital Banking, and Product teams to track conversion, engagement, and retention metrics.
3. Brand, Positioning & Communication Initiatives: - Contribute to defining and articulating the brand identity for the Emerging Affluent segment. - Support the crafting of compelling propositions and campaigns that connect with evolving customer mindsets and aspirations.
4. Acquisition, Portfolio Management & AUM Growth Project Support: - Assist in implementing targeted acquisition strategies across digital ecosystem. - Contribute to building a high-quality portfolio focused on AUM growth, wealth product holding, and revenue per customer. - Support initiatives to drive active rate improvement through smart targeting and ongoing engagement.
5. Digital-Led Engagement, Cross-Buy & Lifecycle Management Support: - Assist in developing comprehensive engagement programs using digital nudges, behavioral triggers, and life-stage events. - Support efforts to increase cross-buy ratio across banking, FX, remittance, investment, and consumer products. - Contribute to designing upgrade journeys from Mass to Emerging Affluent, and into Affluent pipeline as a whole.
• 5+ years in Consumer Banking, Wealth Management, or Customer Segment Management, with a focus on project execution.• Bachelor’s degree in Business, Marketing, or a related field.• Strong understanding of customer insights, data analytics, and digital engagement strategies.• Proven ability to collaborate effectively with cross-functional teams and support large-scale business initiatives or projects.• Solid analytical and problem-solving skills, with the ability to translate data into business actions.
我要應徵
資深行銷專員 Senior Marketing Specialist
美工(美編)/網路行銷人員(台北)_來電應徵:0955-305651
