2 часа назад
Client Segment Marketing Specialist (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Segment Marketing Specialist (Financial Services): Developing targeted communications, sales tools, and client events to increase engagement and conversion among affluent and High Net Worth clients with an accent on financial services marketing, distribution channels, and lead nurturing. Focus on executing client engagement initiatives, strengthening client relationships, and measuring campaign effectiveness.
Location: Taguig City, National Capital Region (Manila), Philippines
Company
provides financial security and health-related solutions for individuals, families, and communities.
What you will do
- Develop and execute monthly client resell and nurturing communications for affluent clients and distribution channels.
- Create and promote sales distribution tools across e-direct mail, SMS, advisor scripts, and other platforms.
- Design and implement client engagements and events that create networking and sales opportunities with affluent and High Net Worth clients.
- Run client and lead nurturing activities to deepen relationships.
- Capture and monitor activity results to measure initiative effectiveness.
Requirements
- Bachelor’s degree in a business-related field.
- 3–5 years of marketing or sales experience, including solid experience in financial services.
- Experience working with affluent clients or markets.
- Excellent written and verbal communication skills.
- Strong project management, organizational, analytical, and interpersonal skills.
- Knowledge of Microsoft Office Suite.
Nice to have
- Knowledge of Adobe tools.
Culture & Benefits
- Work with colleagues who are experts in their fields and support knowledge sharing.
- Receive support from leaders focused on professional growth and development.
- Contribute to initiatives designed to improve clients’ financial security and health.
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