Proposition Department Head
1 week ago
Job Qualification:
- A Bachelor's Degree in relevant Strategic Finance, Business, economics majors or a related field.
- At least 4 years of experience in Top Tier / Big 4 management consulting, business analyst, finance modeling, or related role.
- Experience setting up or building customer segmentation for Priority/ Private Banking is a MUST.
- Strong analytical skills and the ability to synthesize complex data into actionable insights.
- Proficiency in presentations and spreadsheets is a must. Proficiency in SQL and familiarity with big data tools and techniques is a plus.
- Excellent communication and presentation skills, both written and verbal.
- Strong stakeholder management and interpersonal skills.
- Ability to manage a team and work collaboratively in a fast-paced environment. Proven track record of driving results and delivering on commitments.
- Ability to work in ambiguous, fast-paced situations and develop structured, impactful solutions.
- Passion for data-driven decision-making and continuous improvement.
Preferred Qualifications:
- Having a CFA, FMVA, and/or PMP (in progress or completed) will be prioritized.
Duties and Responsibilities:
Develop and Implement Customer Segmentation Strategies:
- Develop data-driven customer segmentation strategies that align with the company's products, services, and overall business objectives.
- Leverage internal and external data, client insights, competitor analysis, and market trends to identify and validate business opportunities and business process improvement within each customer segment.
- Design and execute detailed strategic plans, outlining actionable steps to achieve segmentation goals.
- Collaborate with cross-functional teams (Product, Channels, Market Research & Customer Experience, Brand Management & Communication, etc.) to develop targeted experiences and go-to-market strategies for each segment.
- Oversee the end-to-end planning and implementation process, ensuring optimal results and maintaining high levels of efficiency.
- Manage strategic initiatives (cross-vertical and new initiatives) from upstream to downstream, ensuring alignment with overall business goals.
- Formulate strategies to analyze complex business problems, develop hypotheses, conduct research, and make data-driven recommendations to senior management.
- Assess and make recommendations on cross-functional opportunities, identifying potential synergies and areas for collaboration to maximize business impact.
Monitor, Analyze, and Optimize:
- Measure post-launch performance of segmentation strategies, analyzing key metrics to assess their effectiveness in increasing sales, customer loyalty, and other relevant KPIs.
- Identify areas for improvement and continuously refine segmentation approaches based on data analysis and market feedback.
Reporting and Communication:
- Prepare comprehensive management reports that synthesize key findings, insights, and recommendations related to customer segmentation, strategic initiatives, and business performance.
- Create compelling data visualizations and presentations to communicate segmentation analysis findings and strategic recommendations to internal stakeholders.
- Effectively communicate segmentation strategies to stakeholders at all levels, using strong storytelling and influencing skills to gain buy-in and support.
Collaboration and Leadership:
- Foster collaboration and build strong relationships with cross-functional teams and stakeholders to ensure successful implementation and ongoing optimization of segmentation initiatives.
- Motivate and connect with team members, utilizing formal and informal networks to achieve common goals and drive results.
Mid-Senior level
Employment typeFull-time
Job functionFinance, Business Development, and Analyst
IndustriesBanking
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