Hong Kong, Hong Kong

Segment Manager, Team Head, Wealth Management

 Job Description:

Reporting directly to the Head of Product Management, you will:

  • Develop and execute strategies to enhance the portfolio of the banks HNW clientele
  • Drive client acquisition, retention, and growth for the HNW segment, covering retail and private banking.
  • Collaborate across teams to deliver superior business performance, improve client engagement, and achieve profitability targets.
  • Lead a team focused on implementing effective business and marketing plans that drive results.

Key Responsibilities:

  • Strategic Planning: Formulate acquisition, growth, and retention strategies for HNW clients to meet business objectives and improve the client experience.
  • Client Insights: Analyze client behavior and market research to propose actionable initiatives for client acquisition, cross-selling, and loyalty enhancement.
  • Campaign Management: Plan, execute, and evaluate sales activities, marketing campaigns, and client events, ensuring optimal use of budgets.
  • Platform Development: Collaborate with counterparts to create user-friendly sales and service platforms
  • Private Banking Marketing: Support marketing and loyalty programs tailored to the private banking segment.

Job Requirements:

  • A degree in Finance, Marketing, Business Administration, or related fields.
  • Minimum 10 years of experience in marketing, preferably within wealth management/ affluent banking.
  • Strong communication, interpersonal, and analytical skills.
  • Self-motivated, detail-oriented, and capable of working in a fast-paced environment.
  • Proficiency in English and Chinese as the role is required to communicate in this language.

This is an exciting opportunity to play a pivotal role in the expanding Wealth Management segment while leading a dynamic and high-performing team. If you bring the expertise, vision, and passion to drive this strategic initiative, please submit your CV in Word format to apply.

For inquiries, please contact us at privatebanking@perennialhr.asia for a confidential discussion.

Please note that only shortlisted candidates will be contacted.


EA License 23S1936 I EA Registration R24124819


  Required Skills:

Chinese Product Management Customer Experience Registration Analytical Skills Retail Market Research Campaigns Banking Strategic Planning Administration Research Finance Planning Marketing Leadership Business English Sales Communication Management