VP, Team Lead, Customer Segment, Consumer Banking (BC0254)

Job Description — VP, Team Lead, Affluent & High Net Worth (HNW) Segment Management

Division: Consumer Banking Group, Taiwan

Location: Taiwan

Reporting to: SVP, Team Head, Affluent & High Net Worth (HNW) Segment

 

Role Overview

We are looking for a strategic, highly driven leader to oversee our Affluent /High Net Worth (HNW) Segment within the Consumer Banking Group. This role will be responsible for driving customer growth strategy across affluent and HNW segments and enabling cross-functional collaboration, also shaping and executing our Wealth Continuum strategy, strengthening our Affluent & HNW customer value proposition, and driving sustainable portfolio growth. The ideal candidate combines strong commercial acumen with deep understanding of wealth management, customer insights, and segment lifecycle dynamics.

 

Key Responsibilities

 

Segment Strategy & Proposition Development

• Lead the end-to-end Affluent/HNW segment strategy, including customer lifecycle management and wealth continuum positioning.
• Identify growth gaps and implement tactical programs to improve segment performance.
• Strengthen the Affluent/HNW value proposition across banking, investment, lending and lifestyle privileges.
• Identify and assess new segment opportunities based on market, competitor intelligence, and customer insights.
• Drive commercial initiatives to expand affluent and HNW pipelines through upgrade pathways.

 

Portfolio Management & Business Growth

• Develop and monitor key KPIs: customer growth, investment penetration, AUM, share-of-wallet, and revenue contribution.
• Partner with Products, Branch Distribution, Marketing, and Digital teams to drive business performance and deliver superior customer experience.
• Lead portfolio deep dives to identify CVP and customer journey gaps, segment differentiation, and growth opportunities.

 

Stakeholder Engagement & Go-to-Market Execution

• Collaborate with Product Managers, Specialists, Relationship Managers, Sales Management Office, and Distribution Leaders to translate strategy into frontline execution.
• Influence cross-functional senior stakeholders to unlock commercial synergies.

 

Governance & Customer Experience

• Ensure propositions and initiatives adhere to regulatory and risk frameworks.
• Oversee VOC, NPS and service quality standards for Affluent/HNW clientele.
• Champion continuous improvement in customer experience across journeys.

 

Qualifications & Requirements 

• Bachelor’s degree required; MBA or equivalent preferred.
• 10+ years of experience in wealth management, HNW/affluent banking, or segment marketing/strategy.
• Proven track record in driving commercial outcomes within financial services.
• Strong analytical, strategic thinking, and business case formulation skills.
• High stakeholder influence, communication and presentation skills.
• Team leadership experience preferred.
• Knowledge of local regulatory environment related to consumer/wealth banking.
• Commercial mindset with strong customer-centric view.
• Able to lead cross-functional initiatives with speed and impact.
• Comfortable operating in both strategic and execution-focused environments.
• Data-driven decision maker with ability to simplify complexity. 

 

Location:

Honhui A-13F

Job:

COO Office/Business Mgt & Support

Schedule:

Regular

Employee Status:

Full time