Affluent Banking Market Consultant

Overview

Required

• Minimum 7–10 years in affluent banking, segment strategy, consulting, value proposition design, or similar fields.
• Previous roles involving competitor analysis, trend forecasting, and reporting
• Experience interpreting insights and translating them into strategic recommendations.
• Proven track record in business development and client acquisition within the premium segment
• Proven ability to manage multiple research projects simultaneously

& Competencies

• Strong knowledge of affluent banking and value proposition design.
• Excellent research and data interpretation abilities
• Strategic thinking and the ability to synthesize insights.
• Strong communication and advisory skills.
• Execution leadership and stakeholder management.
• Analytical and problem solving abilities.

Qualifications

• Bachelor’s or Master’s degree in Business, Marketing, Strategy, or related field.
• Certifications in consulting, strategy, product management, or project management are advantageous.

Technical Skills

• Proficiency in MS Excel, PowerPoint, and presentation tools.
• Familiarity with CRM platforms and digital banking ecosystems.
• Experience with dashboards (e.g., Power BI).

• Strategic Insight Interpretation

• Interpret market research, competitor intelligence, and customer insights.
• Identify strategic opportunities for enhancement of affluent products, services, and customer experiences.
• Develop structured recommendations that guide leadership and segment managers in decision-making.

• Value Proposition Development & Enhancement

• Refine and enhance affluent value propositions.
• Craft differentiated product bundles, service models, loyalty frameworks, and benefit packages.
• Provide guidance on pricing, segmentation logic, tiering enhancements, and customer privileges.

• Strategic Planning & Roadmap Creation

• Develop clear quick wins, medium-term enhancement plans, and execution roadmaps.
• Prioritize initiatives based on impact, feasibility, and alignment with segment strategy.

• Execution Leadership & Cross-Functional Coordination

• Coordinate across product development, marketing, digital banking, CRM, operations, and frontline teams.
• Provide implementation guidance to ensure timely and effective delivery.
• Oversee progress of action plans and recommend improvements.

• Segment Growth & Competitiveness

• Advise on strategies to increase affluent customer base, drive acquisition, enhance profitability, and strengthen loyalty.
• Propose differentiated experiences, tools, and touchpoints.

• Reporting & Communication

• Prepare recommendation decks, impact assessments, and execution tracking dashboards.
• Present findings and recommendations to segment management.