Customer Strategy Specialist Wealth Management

工作職責： 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. 負責統籌規劃運營資源，根據細分客群的差異化訴求，制定差異化策略和服務標準，驅動客群AUM增長，提升效能； 協同公司跨部門以及財富管理部各團隊統籌制定客群營銷方案及推廣策略，與各類外部機構合作，實現客戶精準導入及轉化，拓展數字金融生態； 負責客群運營數據洞察及分析，跟蹤分析各類運營策略的轉化效果，並根據數據分析結果，持續優化運營策略； 負責調研海外行業及市場先進數字化客群管理實踐，與外部機構建立合作，推動數字金融創新，促進客群高質量發展； 負責其他客群規劃相關工作或上級交辦的其他工作。 任職資格： 1. At least 5 years of work experience in wealth management, Finance institution or related industries, with at least 2 years of relevant work experience. 2. Demonstrates integrity, humility and a strong work ethic, with excellent moral character. 3. 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. 4. 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. 5. Strong analytical and data-driven decision-making skills, with ability to derive actionable insights from campaign performance metrics. 6. Strong interpersonal skills and teamwork spirit; self-motivated, results-oriented and growth mindset with a passion for innovation and continuous improvement. 7. 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. 5 年以上財富管理、金融機構或相關金融行業從業經驗，及2年以上相關崗位工作經驗； 誠信正直、低調謙遜、艱苦奮鬥，具備良好的道德品質； 具有豐富的金融業務相關經驗和互聯網客群運營經驗，熟悉了解境外金融市場，有較強的用戶視角及市場需求把握能力，有金融行業或互聯網行業從業經驗背景優先； 對於數字運營框架有深刻的理解和認識，可以熟練應用各種框架（AARRR，增長黑客，客群分層等，用戶生命週期等）；擁有成功擴大營銷活動規模並推動可量化增長的實績； 具備強大的分析能力和數據驅動型決策能力，能夠從營銷活動績效指標中提煉出可執行的洞察； 有良好的溝通能力和團隊精神；自我驅動，注重成果，秉持成長型思維，對創新和持續改進充滿熱情； 精通中文和英語的書面及口頭表達，在跨文化環境中具備卓越的溝通與談判能力；有海外工作或生活經驗為佳。