Wealth Financing Specialist
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Key details
- Location
- Jakarta, Indonesia
- Work style
- Onsite
- Job type
- Full-time
- Function
- Finance & Accounting
- Focus area
- other
- Posted
- 15h ago
Skills
About the role
Product analytics & Strategy : Target Market, Competitive Landscape and proposition- UVP
Define IBL Strategy and target segments, use cases, and eligibility rules.
Conduct competitive benchmarking.
Identify market trends, regulatory changes, and portfolio risk signals; translate insights into product actions.
New product design & system: customer experience and journey, facility types, limits, LTV, repayment options, fees, STP scope etc.
Build customer personas, end to end journeys, and value propositions by segment/channel (segments, mobile banking, RM, branches, partners i.e insurance).
Product advisory for RMs/Network/Sales
Product execution : Marketing Plan & acquisition channel
Create and execute GTM plan: positioning, offers, messaging, content, and customer education.
Define acquisition funnel across channel digital & internal
Stakeholder Management (i.e Collaboration with GM for wealth event, collaboration with Segment Proposition for Program, collaboration with Network for monitoring & sales execution, Marketing Communication for product campaign)
Build lead-generation and conversion strategy.
Set sales playbooks, training materials, and KPI and incentive alignment.
Become speaker at Customer/Network event
Product Governance & Monitoring : Cost & Pricing; Business Volume & Performance and Risk Governance
Define pricing framework – FTP : reference rates/spreads, fee, promo pricing etc.
Manage profitability.
Monitor KPIs and management reporting.
Manage portfolio health.
Manage product governance.
Ensure end to end control.