Head of Marketing, Private Wealth Management
Core
Develop and execute marketing strategies for the Private Wealth Management business to support AUM growth and client acquisition.
Role type
Head of Marketing, Private Wealth Management
Builds
Marketing strategies, annual plans, budgets, and campaigns for high-net-worth clients
Domain
Financial services / Private Wealth Management
Deliverable
product features
Required skills
Strategic planning, budget management, event planning, brand promotion, digital marketing, regulatory compliance, team leadership, cross-departmental communication
Preferred skills
Knowledge of HNW client marketing, financial advertising compliance
Technologies
None stated
Responsibilities
Develop marketing strategies and formulate annual plans; Plan and execute online/offline initiatives like client salons and seminars; Oversee production and review of marketing collaterals; Monitor market trends and refine campaigns; Collaborate with business teams and Compliance; Lead the marketing team and track performance