• Competitive
  • Hong Kong
  • Permanent, Full time
  • Citi
  • 21 Feb 18

HK - GCB - AVP, Portfolio Management, Customer Segment

HK - GCB - AVP, Portfolio Management, Customer Segment

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Marketing
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18003301


  • Take charge to manage and grow segment portfolio through initiatives including but not limited to client upsell, product cross-sell, channel usage build-up, anti-slide back and gating
  • Perform portfolio analysis to monitor portfolio movement of active and dormant customers. Deliver strategies on client up-sell and anti-slide back to improve the portfolio revenue and assets balance
  • Strategize and formulate the effective business model for expanding the all segment, including customer segmentation, channel optimization, products offering expansion, communications, etc.
  • Work with different product/channel teams on product cross-sell strategies so as to maximize the segment revenue
  • Work closely with frontline sales to ensure proper delivery of customer engagement model to enable excellent customer experience.
  • Enhance customer loyalty and stickiness through customer delight and communication. Proactively retain customer through effective gating process.
  • Develop segment holistic communication plan to increase awareness and usage of new banking services and products, including Total Wealth Advisory, market insights and client privileges
  • Ensure proper flows and processes are in force for the touchpoints to deliver the sales and service pledge


  • University graduates with 7 years marketing experience in the banking industry
  • Proactive & flexible, and able to work under pressure
  • Strong analytical, communication & presentation skills
  • Numerical & strong logic
  • Proactive to drive business and adopt to dynamic environment
  • Willing to travel and have short-term stay in China
  • Good command of written and spoken English and Chinese
  • Fluent in Mandarin is a must