Manager, Preferred Client Engagement

7 months ago


Thailand CIMB Group Full time

Design and implement a tiered rewards program that incentivizes desired client behaviors and product adoption
- Develop and manage a comprehensive customer experience (CX) program for wealth management clients, ensuring a seamless and personalized journey across all touchpoints
- Conduct market research and competitor analysis to identify industry trends and best practices in wealth management CX and rewards programs
- Partner with wealth management advisors and product teams to understand client needs and tailor rewards accordingly
- Develop and maintain strong relationships with key vendors, partners, key stakeholders involved in the rewards program
- Track and measure the program's effectiveness, including client engagement, satisfaction scores, and revenue generation
- Develop and deliver program training for Sales and care center.
- Plan and execute customer events involving tasks i.e. budgeting, securing venues, coordinating logistics and developing marketing materials
- Oversee the program's budget and ensure efficient use of resources
- Stay abreast of regulatory requirements related to Preferred Segment particularly rewards programs
- To ensure the effective management of the complaints or voice of customers within the framework ensuring that all cases are attended to timely and professionally



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