AD - Affluent Client Value Proposition

Develop and implement strategies for the Affluent / Priority segment, aligning with Wealth & Retail Banking objectives, and lead financial performance, client acquisition, and engagement initiatives.

• Define and execute the Affluent / Priority segment strategy aligned with overall Wealth & Retail Banking objectives
• Develop tiered segment propositions (Emerging Affluent, Priority, Priority Private) with clear differentiation across wealth offerings, lifestyle and partnership benefits
• Identify growth opportunities across lifecycle (NTB → Deepening → Upgrade to Priority Private)
• Leverage customer insights, analytics, and market intelligence to refine segmentation, targeting, and positioning
• Drive competitive differentiation via partnerships (e.g., wellness, luxury, travel, flagship events)
• Define target state client experience vision, especially for high‑value Priority Private clients