Head, Wealth Privilege & Experience TH
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Key details
- Location
- Thailand
- Work style
- Onsite
- Level
- Lead / Staff+
- Job type
- Full-time
- Experience
- 10–13 yrs
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 2w ago
Skills
cross-sellingportfolio management
About the role
Job Description:
- Drive growth of the CIMB Preferred segment through customer acquisition, cross-selling, engagement, and portfolio strategies.
- Increase Assets Under Management (AUM), product holdings, and revenue through effective portfolio management and channel optimization, especially through Relationship Managers (RMs).
- Expand the customer base through engagement campaigns, product bundling, and lifestyle activities.
- Analyze the customer portfolio to uncover growth opportunities and strengthen Private Wealth positioning.
- Build brand awareness and loyalty through rewards, PR, media, and tactical campaigns.
- Implement digital initiatives to enhance customer experience in line with Thailand 4.0.
- Ensure alignment with regional Preferred strategies.
- Lead and manage the team effectively in a dynamic business environment.
- Build strong collaboration with cross-functional teams, partners, and key distribution channels.
Job Qualification:
- Bachelor's Degree or Professional Qualification in the relevant discipline (Accounting/Finance/Business/Economics/Financial Engineering/Marketing/Management)
- 10 years of experience of elevant banking background in established bank / financial institutions
- 5 years of prior leadership position in a banking role in established financial institutions
- Demonstrate capacity to broaden responsibilities based on prior experience.
- Exhibit proactive, goal‑oriented leadership with strong interpersonal, communication, and problem‑solving skills
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