Job description
Develop and manage the affluent segment strategy and customer value proposition Identify key customer needs, behaviours and opportunities for growth Design segment-specific offerings (bundles, pricing, privileges, services) Partner with product, marketing and distribution teams to execute campaigns and offerings Monitor segment KPIs such as AUM growth, product penetration, customer acquisition and retention Enhance customer experience and journey across digital and physical channels Perform regular competitor benchmarking on Premier customer service and explore customer loyalty/advocacy metrics to ensure consistency and the relevancy of the Core Value Proposition.
Review and identify opportunities to reduce cost to serve for Premier and operational efficiency. Provide frontline enablement support (toolkits, training, selling narratives) Use data to track segment performance, customer behaviour and portfolio health Identify gaps and propose strategies to drive segment engagement and profitability Lead each project/ initiative from inception to completion, including: > Ideation, selection and sizing of Premier value propositions that will drive profit growth