PCG - Cat 2 - Team member - West

<p class="MsoNormal"><b>Key Responsibilities:</b></p><p><b></b></p><b></b><ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal"><b>Program & Proposition Development:</b><p></p><ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Design and refine wealth propositions tailored to Ultra-HNI, HNI & affluent segments.<p></p></li> <li class="MsoNormal">Support rollout of new platforms and digital tools to enhance client experience and Wealth RM productivity.<p></p></li> </ul></li> <li class="MsoNormal"><b>Marketing & Campaign Execution:</b><p></p><ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Collaborate with marketing to conceptualize and launch campaigns for HNI & affluent clients.<p></p></li> <li class="MsoNormal">Launch channel campaigns & Track performance & share actionable insights<p></p></li> </ul></li> <li class="MsoNormal"><b>Channel & Stakeholder Management:</b><p></p><ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Engage with internal stakeholders including PCG Sales, Bank Channel, Business Solutions & BIU to ensure alignment and adoption of initiatives.<p></p></li> <li class="MsoNormal">Drive execution of key tasks and ensure timely delivery across teams.<p></p></li> </ul></li> </ul><p class="MsoListParagraphCxSpFirst" style="margin-left:72pt;text-indent:-18pt;"><span style="font-size:10pt;line-height:107%;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Follow industry and company policies to maintain regulatory compliance</p><p></p><p class="MsoListParagraphCxSpMiddle" style="margin-left:72pt;"></p><p> </p><p class="MsoListParagraphCxSpMiddle" style="margin-left:72pt;text-indent:-18pt;"><span style="font-size:10pt;line-height:107%;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Identify growth opportunities and recommend strategies</p><p></p><p class="MsoListParagraphCxSpMiddle" style="margin-left:72pt;"></p><p> </p><p class="MsoListParagraphCxSpLast" style="margin-left:72pt;text-indent:-18pt;"><span style="font-size:10pt;line-height:107%;font-family:Symbol;">·<span style="font-style:normal;font-variant:normal;font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span>Provide regular sales and market trend reports</p><p></p><p> </p><ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal"><b>Training & Enablement:</b><p></p><ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal">Partner with the training team to design and implement training plans that support relationship managers.<p></p></li> <li class="MsoNormal">Monitor training effectiveness and recommend improvements.<p></p></li> </ul></li> </ul>