Segment Portfolio Manager

Responsibilities:

• Analyse and assess OCBC customer portfolio for growth opportunities with a clear focus on client deepening, onboarding, and engagement processes.
• Manage end-to-end impact to OCBC segments by tracking client AUM movements and net transfers to wealth ensuring healthy portfolio qualification levels.
• Leverage data to help drive and manage OCBC consumer banking segmentation strategy roadmap by identifying opportunities and drivers for growth
• Prepare portfolio reports and create dashboards to diagnose health of the consumer banking portfolio as well as performance of the regional countries
• Conduct in-depth financial analysis to identify trends, variances, and to develop financial plans and forecasts for the department. This includes analysing key performance indicators (KPIs), financial ratios, and other financial metrics to provide insights and recommendations to support decision-making.
• Work with key stakeholders across Marketing, Sales, Product, Digital banking & Data Office to actively deploy campaigns focused on acquisition, wealth cross-sell and AUM top-up.
• Lead project to drive customer metrics and deliver an optimal client engagement model
• Champion risk management by ensuring department processes & procedures comply to applicable laws, rules and regulations and adhere to bank policy. Appropriately identify and assess risk when business decisions are made, demonstrating consideration for the bank’s reputation, its clients, and assets.

Qualifications:

• Analytical and systemic
• Possesses commercial awareness of the consumer banking industry
• Attention to detail and apply business acumen when interpreting data and results
• Breaks down information in a systematic manner and communicable manner
• Good communication and presentation skills