Assistant Vice President, Wealth Management (Cross Border & Digital focus)
China CITIC Bank International Limited
June 29, 2019
Identify opportunities and drive the cross-border wealth management initiatives across CNCBI digital platforms to serve the needs of customers riding on the Fintech advancement
Collaborate cohesively with WM Product Team and various internal stakeholders within CNCBI and CNCB, as well as external service providers, to offer top-class digital WM services and grow the e-based WM business to meet business targets
Design the customer's digital journey and improve the user experience on our digital platforms with good customer experience and maximize the opportunity for WM product acquisition/cross-selling
Lead cross-border WM digital initiatives/enhancements through specifying, prioritizing, and communicating high level and detailed requirements and using written specifications, business rules, flows, cases and user experience to generate quality deliverables.
Monitor the project plan and manage technical team's/vendor(s)' development pipeline to achieve desired results and ensure timely rollout from idea generation to the execution.
Actively monitor the performance of initiatives/enhancements after rollout, optimize and keep improving the customer experience & usability in ongoing basis.
Review competitor strategies, data, and industry information to validate the online WM cross-border business model and identify potential changes as necessary.
Keep abreast of latest Fintech development, competitor landscape on digital space and digital marketing trend of the industry.
Degree holder in Finance or Marketing or related disciplines
Minimum 8 years of relevant experience in banking/finance industry, with key focus on the Retail Banking wealth management services, customer behavior and competitive arena.
Solid experience and track record of managing and implementing cross-border projects and digital initiatives
Good understanding on prevailing digital applications and relevant regulations governing the online distribution of WM products
Good people management and project management skills, manage to complete assignments with quality under tight time pressure
Strong business sense and customer driven with analytical mind and ability to meet / exceed business targets assigned
Internal Number: 6055271
About China CITIC Bank International Limited
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