Private Banking CRM Specialist
Core
Design, orchestrate, and continuously improve the end-to-end communication experience for Private Banking clients, connecting business priorities, customer needs, data, channels, and regulatory requirements into clear, relevant, and effective client interactions.
Role type
Senior Customer Experience & Communication Strategist (Private Banking)
Builds
Personalized client communication strategies, optimized customer journeys, and digital experiences for Affluent and Private Banking clients.
Domain
Financial Services / Private Banking / Customer Experience
Deliverable
product features
Required skills
Customer Journey Management, CRM strategy, Marketing Automation, Cross-channel communication strategy, Data-driven decision making, Digital Experience design, Stakeholder management, A/B testing, Lifecycle management
Preferred skills
Wealth Management experience, Journey analytics, Agile delivery frameworks
Technologies
UNICA, Adobe Journey Optimizer, Marketing Automation Tools, Campaign Tools, CRM systems
Responsibilities
Define and maintain communication strategies across the full customer lifecycle; Design, map, and optimize end-to-end customer journeys; Personalize communications using data and marketing automation tools; Contribute to the design of new digital experiences; Track KPIs related to engagement, adoption, and commercial performance.
Seniority
Senior, hands-on IC
