Customer Insight & CVP Expert (Affluent/ Mass Affluent/ Mass)

Responsibilities:

A. Conduct customer analysis and research

1. Collect, process and analyze customer data (behaviors, needs, satisfaction levels) as required by the Senior Expert.
2. Participate in qualitative/quantitative research (surveys, focus groups, etc.) under approved briefs.
3. Synthesize analytical findings into reports and preliminary recommendations to support CVP development/updates.

B. Support the operation of the customer insight model

1. Update data and operate the customer identification models/metrics for the assigned segment.
2. Monitor market and competitor information; prepare periodic reports as required.

C. Support planning and performance monitoring

1. Support data consolidation for the segment business planning process.
2. Monitor and update the performance indicators of customer lifecycle programs as assigned.

D. Collaborate and develop professionally

1. Coordinate with the Senior Expert, Senior Officers and related units to complete work on schedule and to quality standards.
2. Receive professional guidance from, but do not report to, the Senior Expert.
3. Proactively learn and strengthen analytical and customer insight expertise.

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Requirements: 

Qualifications & Experience

A. Knowledge

1. A minimum of 3-5 years of experience in Finance - Banking, Marketing or Market Research.
2. Experience in data analysis, customer research or supporting CVP development.
3. A basic understanding of retail banking product structures.
4. Education: Bachelor's degree in Business Administration, Marketing, Economics, Statistics or an equivalent field.

B. Professional skills

1. Proficient with basic data analysis tools (Excel, PowerPoint; basic SQL/BI is an advantage).
2. Understands and applies common market research methods.
3. Strong synthesis skills; writes clear, coherent analytical reports.
4. Teamwork and cross-functional collaboration skills.

 

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