customer strategy associate/ senior associate - hnw.

1. Customer Segmentation & Insight Frameworks

• Build and refine end-to-end customer group analytical frameworks to enhance overall data-driven decision-making.
• Develop comprehensive customer profiling architectures, including behavioral preference maps, tag taxonomies, and lifecycle demand evolution paths.
• Uncover latent business growth opportunities to support precision marketing and refined customer operations.

2. Strategy Optimization & Decision Tooling

• Conduct in-depth data analysis on customer operational performance, tracking conversion metrics across diverse campaign strategies.
• Partner closely with business units to build innovative decision-support tools, including strategy simulation and deduction models.
• Continuously optimize go-to-market and operational strategies based on empirical performance insights.

3. Behavioral Analytics & Value Maximization

• Design and execute advanced analytical and experimental methods (A/B testing, funnel analysis, attribution modeling) to optimize user conversion journeys.
• Decode user psychology and behavioral drivers to propose actionable strategies that maximize long-term Customer Lifetime Value (LTV).
• Benchmark industry-leading data application tools and deconstruct value drivers to build reusable customer-value identification frameworks.

4. Cross-Functional Support

• Handle ad-hoc high-priority analytical requests and support special projects as assigned by senior management.

Professional Experience

• 5 years of total professional experience in Wealth Management, Financial Institutions, or Fintech, with at least 2+ years directly focused on customer data analytics, data marketing, or growth operations.
• Hands-on experience executing end-to-end data marketing workflows and data-driven growth initiatives.

Technical & Analytical Competencies

• Technical Skills: High proficiency in SQL and expertise in at least one analytical language (Python, R, or SAS).
• Modeling & Statistics: Proven track record in large-scale data modeling, machine learning fundamentals, and statistical analysis.
• Domain Knowledge: Strong grasp of global/overseas financial markets, wealth management products, and digital financial operations.

Soft Skills & Language

• Communication & Culture: Native/bilingual fluency in English and Chinese (spoken and written). Exceptional cross-cultural communication skills; overseas work/living experience is highly preferred.
• Core Mindset: Strong business acumen, innovative problem-solving skills, high integrity, humility, and a collaborative team spirit.