Develop and execute Private Wealth proposition strategies, ensuring alignment with business objectives and growth priorities.
Manage the end-to-end lifecycle of propositions, from design and structuring to rollout and ongoing optimization.
Plan and implement marketing and client engagement strategies to drive awareness, adoption, and loyalty.
Design and continuously refine the client engagement model and end-to-end customer journey to strengthen relationship management.
Collaborate with internal business units and manage strategic partnerships (internal and external) to enhance product offerings, wealth advisory solutions, and client programs.
Drive revenue growth by ensuring propositions and engagement initiatives are commercially viable and aligned with client needs.
Monitor proposition performance, utilization trends, and client behaviour to optimize offerings and engagement approaches...