54 Crm Specialist jobs in Hong Kong
CRM Specialist
Posted 10 days ago
Job Viewed
Job Description
The CRM Specialist (TradFi) will report directly to the CRM Manager and work closely with in-house marketing, product, and creative teams. The Specialist must demonstrate a deep understanding of the company's product, identify consumer touchpoints, and propose actionable items to meet customers' needs. The ideal candidate should possess strong research and communication skills, be highly organized and detail-oriented, and be capable of managing multiple projects simultaneously.
Crypto.com is seeking a CRM Specialist (TradFi) to support the execution of cross-channel communications for our up-and-coming e-commerce platform. Key functions will include driving platform retention, engagement, and usage metrics, via channels including but not limited to push notifications, email, and in-browser messages.
Responsibilities- Collaborate with cross-functional teams (Product, Marketing, Creative, Tech) for effective GTM strategies
- Assist CRM Manager in planning and executing CRM & campaign programs
- Drive platform retention, engagement, and usage metrics (e.g. new-fund deposit, cross-selling conversion)
- Manage user segmentation, communication delivery (emails, push notifications, in-app messages), and performance evaluation
- Use data analytics to anticipate user behavior, including product preferences and purchasing patterns, to create new touchpoints and implement targeted upselling and cross-selling strategies within an optimized framework
- Conduct comprehensive experiments throughout the customer lifecycle to identify successful strategies for funnel conversion and customer engagement
- Plan and integrate data points with the CRM applications
- Coordinate analysis of industry trends to meet business objectives
- Create hypotheses, run A/B tests, and apply basic statistics to improve campaign performance
- Minimum 2 years of experience in growth, marketing, CRM or BA roles
- Robust knowledge of digital assets and traditional finance
- In-depth understanding of economic trends and analyzing market indicators (TradingView charts, such as EMA, MACD, RSI, and Bollinger bands)
- Proficient in delivering campaigns and managing automation with rigorous A/B testing
- Sensitive to numbers, logical thinking, and analytical skills
- Proven track record of using data and analytics tools to increase performance and enhance customer experience
- Excellent command of English; Mandarin proficiency is a bonus
- Excellent project management and communication skills
- Experience working to enable marketing personalization and dynamic content with 1st and 3rd party data
- Experience in SQL or HTML is an advantage
- Familiarity with CRM software (e.g., Braze, Hubspot, Salesforce) is a plus
- Demonstrates a strong sense of ownership, responsibility, and commitment
- Self-directed learner with a motivated attitude
- Quick to adapt to ever-changing and volatile market conditions
- Interest in and familiarity with financial news preferred
Not Applicable
Employment typeFull-time
Job functionOther
#J-18808-LjbffrCRM Specialist
Posted 3 days ago
Job Viewed
Job Description
The CRM Specialist (TradFi) will report directly to the CRM Manager and work closely with in-house marketing, product, and creative teams. The Specialist must demonstrate a deep understanding of the company's product, identify consumer touchpoints, and propose actionable items to meet customers' needs. The ideal candidate should possess strong research and communication skills, be highly organized and detail-oriented, and be capable of managing multiple projects simultaneously.
Crypto.com is seeking a CRM Specialist (TradFi) to support the execution of cross-channel communications for our up-and-coming e-commerce platform. Key functions will include driving platform retention, engagement, and usage metrics, via channels including but not limited to push notifications, email, and in-browser messages.
Responsibilities- Collaborate with cross-functional teams (Product, Marketing, Creative, Tech) for effective GTM strategies
- Assist CRM Manager in planning and executing CRM & campaign programs
- Drive platform retention, engagement, and usage metrics (e.g. new-fund deposit, cross-selling conversion)
- Manage user segmentation, communication delivery (emails, push notifications, in-app messages), and performance evaluation
- Use data analytics to anticipate user behavior, including product preferences and purchasing patterns, to create new touchpoints and implement targeted upselling and cross-selling strategies within an optimized framework
- Conduct comprehensive experiments throughout the customer lifecycle to identify successful strategies for funnel conversion and customer engagement
- Plan and integrate data points with the CRM applications
- Coordinate analysis of industry trends to meet business objectives
- Create hypotheses, run A/B tests, and apply basic statistics to improve campaign performance
- Minimum 2 years of experience in growth, marketing, CRM or BA roles
- Robust knowledge of digital assets and traditional finance
- In-depth understanding of economic trends and analyzing market indicators (TradingView charts, such as EMA, MACD, RSI, and Bollinger bands)
- Proficient in delivering campaigns and managing automation with rigorous A/B testing
- Sensitive to numbers, logical thinking, and analytical skills
- Proven track record of using data and analytics tools to increase performance and enhance customer experience
- Excellent command of English; Mandarin proficiency is a bonus
- Excellent project management and communication skills
- Experience working to enable marketing personalization and dynamic content with 1st and 3rd party data
- Experience in SQL or HTML is an advantage
- Familiarity with CRM software (e.g., Braze, Hubspot, Salesforce) is a plus
- Demonstrates a strong sense of ownership, responsibility, and commitment
- Self-directed learner with a motivated attitude
- Quick to adapt to ever-changing and volatile market conditions
- Interest in and familiarity with financial news preferred
Not Applicable
Employment typeFull-time
Job functionOther
#J-18808-LjbffrHead of CRM (Customer Relationship Management), APAC
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific
Head of CRM (Customer Relationship Management), APACJoin to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific
Get AI-powered advice on this job and more exclusive features.
About Invesco
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
About Invesco
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive
compensation and benefit offerings including:
- Generous annual leave plus flexible paid time off
- Hybrid work schedule
- Learning and development programs
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan (if applicable in your region)
We are seeking a strategic, technically adept and engaging CRM Leader to drive the overarching CRM vision and execution across the APAC region. This role is pivotal in shaping and aligning regional CRM strategies with regional & global objectives, spearheading the transformation and optimization of capabilities, architecting scalable solutions, and lobbying adoption & usage. Key responsibilities include but not limited to:
Regional Strategy & Global Alignment:
- Define and execute the regional CRM strategy in alignment with global roadmaps
- Act as the strategic CRM lead for APAC, collaborating with global counterparts to influence platform direction and advocate for regional priorities
- Serve as the primary CRM liaison between APAC and global technology teams, and build strong ties with EMEA and NA CRM teams. ensuring seamless integration of global initiatives into the regional context.
- Define and execute a forward-looking CRM strategy that drives operational efficiency and business growth across APAC.
- Champion the transformation of CRM processes, identifying opportunities to streamline workflows and enhance user experience.
- Act as a CRM evangelist, promoting platform adoption and showcasing the value of CRM-driven insights across the organization.
- Diagnose current state issues, lead change management efforts for new features and enhancements, ensuring high adoption and minimal disruption.
- Design and deliver targeted training programs and enablement materials tailored to diverse user groups.
- Foster a data-driven culture by promoting the use of dashboards, reports, and actionable insights to support strategic decision-making.
- Lead the design and implementation of scalable, integrated CRM solutions, ensuring alignment with enterprise architecture and data governance standards.
- Oversee end-to-end architecture and integration of Salesforce with internal systems (e.g., client, contact, and financial data platforms), ensuring data consistency and operational efficiency.
- Translate business needs into clear, actionable user stories and manage the full delivery lifecycle, including UAT and stakeholder sign-off.
- Act as the escalation point for complex CRM issues, coordinating resolution with global teams.
- Serve as a data steward for CRM in APAC, ensuring data is structured, governed, and maintained to the highest standards.
- Define and enforce data governance policies, including data quality, cleansing, transformation, and lifecycle management.
- Collaborate with global data teams to ensure regional data practices align with enterprise-wide standards and compliance requirements.
- Build trusted relationships with senior APAC business leaders, acting as a strategic advisor on CRM capabilities and opportunities.
- Effectively communicate complex CRM concepts and value propositions to executive stakeholders.
- Manage and mentor a high-performing CRM team, fostering a culture of innovation, accountability, and continuous improvement.
- Define and implement new CRM capabilities that drive business value, from ideation through to delivery and adoption.
- Prioritize and manage the regional CRM backlog, balancing quick wins with strategic initiatives.
- Work in collaboration with Experience, Platform and Analytics leaders within the Digital Experience team – collaborating in order to bridge Marketing and Distribution functions using Salesforce as the conduit
- University qualification in Business, Information Systems, or related field.
- 8+ years of hands-on Salesforce experience in a global organization, from financial services, technology, consulting or relevant industries.
- Salesforce Administrator Certification advantageous; additional certifications (e.g., Advanced Admin, Platform App Builder) are also a plus.
- Proven experience in regional strategy development, solution architecture, and global stakeholder engagement.
- Demonstrated success in leading teams, managing backlogs, and delivering new CRM capabilities.
- Strong understanding of data architecture, relational databases, and integration frameworks.
- Experience in data governance and stewardship, with a focus on maintaining high data quality and compliance.
- Familiarity with Agile/Scrum/SDLC methodologies; certifications like PMP, ITIL, or Six Sigma are advantageous.
- Strategic thinker with a strong sense of ownership and a passion for enabling business success through technology.
- Excellent communicator and influencer, capable of navigating complex stakeholder environments.
- Proactive, organized, and adaptable, with a strong focus on outcomes and continuous improvement.
- High integrity and a collaborative mindset.
Apply for the role directly at Invesco Careers : Careers at Invesco | APAC.
To know more about us:
About Invesco: our Culture: our D&I policy: Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
No
Workplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Business Development and Sales
- Industries Investment Management and Financial Services
Referrals increase your chances of interviewing at Invesco Asia Pacific by 2x
Get notified about new Head of Customer Relationship Management jobs in Hong Kong, Hong Kong SAR .
Head of Sales, Sustainability & Green Solutions (HONG KONG) Vice President - Product and Content Marketing Senior Director, Head of Money Movement Solutions (MMS) Head of Communications and Marketing (Arts & Cultural Center) Head of Product Management, Global Payments Solutions (HK) Country Head, PropTech Solution (90K - 120K)Hong Kong, Hong Kong SAR HK$90,000.00-HK$120,000.00 2 days ago
Marketing Executive (Consumer Communications)Central & Western District, Hong Kong SAR 4 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrHead of CRM (Customer Relationship Management), APAC
Posted 2 days ago
Job Viewed
Job Description
Join to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific
Head of CRM (Customer Relationship Management), APACJoin to apply for the Head of CRM (Customer Relationship Management), APAC role at Invesco Asia Pacific
Get AI-powered advice on this job and more exclusive features.
About Invesco
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
About Invesco
As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.
What's in it for you?
Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive
compensation and benefit offerings including:
- Generous annual leave plus flexible paid time off
- Hybrid work schedule
- Learning and development programs
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan (if applicable in your region)
We are seeking a strategic, technically adept and engaging CRM Leader to drive the overarching CRM vision and execution across the APAC region. This role is pivotal in shaping and aligning regional CRM strategies with regional & global objectives, spearheading the transformation and optimization of capabilities, architecting scalable solutions, and lobbying adoption & usage. Key responsibilities include but not limited to:
Regional Strategy & Global Alignment:
- Define and execute the regional CRM strategy in alignment with global roadmaps
- Act as the strategic CRM lead for APAC, collaborating with global counterparts to influence platform direction and advocate for regional priorities
- Serve as the primary CRM liaison between APAC and global technology teams, and build strong ties with EMEA and NA CRM teams. ensuring seamless integration of global initiatives into the regional context.
- Define and execute a forward-looking CRM strategy that drives operational efficiency and business growth across APAC.
- Champion the transformation of CRM processes, identifying opportunities to streamline workflows and enhance user experience.
- Act as a CRM evangelist, promoting platform adoption and showcasing the value of CRM-driven insights across the organization.
- Diagnose current state issues, lead change management efforts for new features and enhancements, ensuring high adoption and minimal disruption.
- Design and deliver targeted training programs and enablement materials tailored to diverse user groups.
- Foster a data-driven culture by promoting the use of dashboards, reports, and actionable insights to support strategic decision-making.
- Lead the design and implementation of scalable, integrated CRM solutions, ensuring alignment with enterprise architecture and data governance standards.
- Oversee end-to-end architecture and integration of Salesforce with internal systems (e.g., client, contact, and financial data platforms), ensuring data consistency and operational efficiency.
- Translate business needs into clear, actionable user stories and manage the full delivery lifecycle, including UAT and stakeholder sign-off.
- Act as the escalation point for complex CRM issues, coordinating resolution with global teams.
- Serve as a data steward for CRM in APAC, ensuring data is structured, governed, and maintained to the highest standards.
- Define and enforce data governance policies, including data quality, cleansing, transformation, and lifecycle management.
- Collaborate with global data teams to ensure regional data practices align with enterprise-wide standards and compliance requirements.
- Build trusted relationships with senior APAC business leaders, acting as a strategic advisor on CRM capabilities and opportunities.
- Effectively communicate complex CRM concepts and value propositions to executive stakeholders.
- Manage and mentor a high-performing CRM team, fostering a culture of innovation, accountability, and continuous improvement.
- Define and implement new CRM capabilities that drive business value, from ideation through to delivery and adoption.
- Prioritize and manage the regional CRM backlog, balancing quick wins with strategic initiatives.
- Work in collaboration with Experience, Platform and Analytics leaders within the Digital Experience team – collaborating in order to bridge Marketing and Distribution functions using Salesforce as the conduit
- University qualification in Business, Information Systems, or related field.
- 8+ years of hands-on Salesforce experience in a global organization, from financial services, technology, consulting or relevant industries.
- Salesforce Administrator Certification advantageous; additional certifications (e.g., Advanced Admin, Platform App Builder) are also a plus.
- Proven experience in regional strategy development, solution architecture, and global stakeholder engagement.
- Demonstrated success in leading teams, managing backlogs, and delivering new CRM capabilities.
- Strong understanding of data architecture, relational databases, and integration frameworks.
- Experience in data governance and stewardship, with a focus on maintaining high data quality and compliance.
- Familiarity with Agile/Scrum/SDLC methodologies; certifications like PMP, ITIL, or Six Sigma are advantageous.
- Strategic thinker with a strong sense of ownership and a passion for enabling business success through technology.
- Excellent communicator and influencer, capable of navigating complex stakeholder environments.
- Proactive, organized, and adaptable, with a strong focus on outcomes and continuous improvement.
- High integrity and a collaborative mindset.
Apply for the role directly at Invesco Careers : Careers at Invesco | APAC.
To know more about us:
About Invesco: our Culture: our D&I policy: Time / Part Time
Full time
Worker Type
Employee
Job Exempt (Yes / No)
No
Workplace Model
At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with one day working outside an Invesco office.
Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable local laws governing non-discrimination in employment.
Personal data provided by job applicants will be used strictly in accordance with our personal data policy and for recruitment purposes only. Candidates not notified within twelve weeks may consider their application unsuccessful. All related information will be kept in our file for future recruitment purposes. When there are vacancies in our subsidiary or associate companies, we may transfer the application to them for consideration of employment. Under the Personal Data (Privacy) Ordinance, job applicants have a right to request access to, and to request correction of, Personal Data in relation to the application. If job applicants wish to exercise these rights, they should contact the Human Resources department. Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Business Development and Sales
- Industries Investment Management and Financial Services
Referrals increase your chances of interviewing at Invesco Asia Pacific by 2x
Get notified about new Head of Customer Relationship Management jobs in Hong Kong, Hong Kong SAR .
Head of Sales, Sustainability & Green Solutions (HONG KONG) Vice President - Product and Content Marketing Senior Director, Head of Money Movement Solutions (MMS) Head of Communications and Marketing (Arts & Cultural Center) Head of Product Management, Global Payments Solutions (HK) Country Head, PropTech Solution (90K - 120K)Hong Kong, Hong Kong SAR HK$90,000.00-HK$120,000.00 2 days ago
Marketing Executive (Consumer Communications)Central & Western District, Hong Kong SAR 4 days ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAssistant Manager / Officer, Customer Data Maintenance (12-month contract)
Posted 9 days ago
Job Viewed
Job Description
Join to apply for the Assistant Manager / Officer, Customer Data Maintenance (12-month contract) role at OCBC
Assistant Manager / Officer, Customer Data Maintenance (12-month contract)18 hours ago Be among the first 25 applicants
Join to apply for the Assistant Manager / Officer, Customer Data Maintenance (12-month contract) role at OCBC
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
Job Summary
- Process New Account Opening for individuals / companies in accordance with guidelines on regulatory, such as AML, KYC, CDD and ECDD
- Perform daily customer/account maintenance , account clean up exercises, project review, such as high risk customer review, account reactivate and customer information update
- Ensure branch operating procedures are properly complied
- Assist Section Head to review and give suggestion for improvement / reengineering of current work flow and report any irregularities timely
- Assist unusual or difficult customer problems or refers to the proper department if necessary
- Handle authenticates/countersigns documents or correspondence for other oversea branches
- Provide coaching, support to subordinates
- Build up and maintain good customer relationship with internal and external customer for business growth
- Handle of incoming calls and email inquiries from internal and external parties.
- Prepare monthly, half- yearly and yearly return and statistics
- Perform other duties assigned by supervisors from time to time
- Diploma or above
- Minimum 5 years’ relevant experience in Banking industry
- Familiar with the processing of corporate account ening
- Good interpersonal and communication skills
- Outgoing, independent and self-motivated
- Candidate with less experience will consider as Bank Officer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Other, Information Technology, and Management
- Industries Banking
Referrals increase your chances of interviewing at OCBC by 2x
Get notified about new Maintenance Officer jobs in Hong Kong SAR .
Administrative Officer (Facilities Management)Hong Kong SAR HK$17,000.00-HK$7,500.00 1 day ago
SENIOR MAINTENANCE OFFICER / MAINTENANCE OFFICER / ASSISTANT MAINTENANCE OFFICER (Ref. HF-SMO/MO/AMO) MAINTENANCE OFFICER / ASSISTANT MAINTENANCE OFFICER (Ref. HBC-MO/AMO) Administrative Officer (Shatin Racecourse)Sha Tin District, Hong Kong SAR 6 days ago
Hong Kong SAR HK 18,000.00-HK 21,000.00 6 days ago
Officer, Project Administration (Ref: SMD224/25, 10546)Hong Kong SAR HK 12,000.00-HK 13,999.00 1 month ago
Kwai Tsing District, Hong Kong SAR 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAssistant Manager / Officer, Customer Data Maintenance (12-month contract)
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Assistant Manager / Officer, Customer Data Maintenance (12-month contract) role at OCBC
Assistant Manager / Officer, Customer Data Maintenance (12-month contract)18 hours ago Be among the first 25 applicants
Join to apply for the Assistant Manager / Officer, Customer Data Maintenance (12-month contract) role at OCBC
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
Job Summary
- Process New Account Opening for individuals / companies in accordance with guidelines on regulatory, such as AML, KYC, CDD and ECDD
- Perform daily customer/account maintenance , account clean up exercises, project review, such as high risk customer review, account reactivate and customer information update
- Ensure branch operating procedures are properly complied
- Assist Section Head to review and give suggestion for improvement / reengineering of current work flow and report any irregularities timely
- Assist unusual or difficult customer problems or refers to the proper department if necessary
- Handle authenticates/countersigns documents or correspondence for other oversea branches
- Provide coaching, support to subordinates
- Build up and maintain good customer relationship with internal and external customer for business growth
- Handle of incoming calls and email inquiries from internal and external parties.
- Prepare monthly, half- yearly and yearly return and statistics
- Perform other duties assigned by supervisors from time to time
- Diploma or above
- Minimum 5 years’ relevant experience in Banking industry
- Familiar with the processing of corporate account ening
- Good interpersonal and communication skills
- Outgoing, independent and self-motivated
- Candidate with less experience will consider as Bank Officer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Other, Information Technology, and Management
- Industries Banking
Referrals increase your chances of interviewing at OCBC by 2x
Get notified about new Maintenance Officer jobs in Hong Kong SAR .
Administrative Officer (Facilities Management)Hong Kong SAR HK$17,000.00-HK$7,500.00 1 day ago
SENIOR MAINTENANCE OFFICER / MAINTENANCE OFFICER / ASSISTANT MAINTENANCE OFFICER (Ref. HF-SMO/MO/AMO) MAINTENANCE OFFICER / ASSISTANT MAINTENANCE OFFICER (Ref. HBC-MO/AMO) Administrative Officer (Shatin Racecourse)Sha Tin District, Hong Kong SAR 6 days ago
Hong Kong SAR HK 18,000.00-HK 21,000.00 6 days ago
Officer, Project Administration (Ref: SMD224/25, 10546)Hong Kong SAR HK 12,000.00-HK 13,999.00 1 month ago
Kwai Tsing District, Hong Kong SAR 1 week ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrCustomer Operations Data Analyst
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Customer Operations Data Analyst role at Prenetics
Join to apply for the Customer Operations Data Analyst role at Prenetics
Get AI-powered advice on this job and more exclusive features.
Prenetics (NASDAQ:PRE), a leading health sciences company, is dedicated to advancing consumer health. Our consumer initiative is led by IM8, a fast-growing health and wellness brand; Europa, one of the largest sports distribution companies in the USA; and CircleDNA, a leading direct-to-consumer DNA test. As the first healthcare company to establish a Bitcoin treasury with its initial $20 million Bitcoin purchase and board-approved comprehensive Bitcoin strategy, Prenetics is pioneering the intersection of healthcare innovation and digital asset adoption. The company will soon accept cryptocurrency payments across both IM8 Health and CircleDNA platforms, creating a complete Bitcoin ecosystem from treasury to operations. This includes exploring how blockchain technology can further enhance our genomics solutions, such as CircleDNA, by ensuring data integrity, privacy, and secure access to personalized health insights, while establishing new paradigms for corporate treasury management. Each of Prenetics' units synergistically enhances our global impact on health, embodying our commitment to "enhancing life through science". To learn more please visit prenetics.com and IM8health.com.
The role
Be the analytics backbone for Customer Operations across our Shopify commerce stack. From inventory coverage and fulfillment to subscription health and shipping SLAs, you’ll turn multi-source data into crisp, actionable insights and simple dashboards the team can use daily. You’ll also leverage AI tools and automation to speed up analysis, reduce manual work, and power always-on alerts.
What You’ll Do
Order fulfillment & inventory analytics
- Build live views and weekly reports on order status, backorders, and exceptions.
- Forecast demand and inventory coverage (days on hand, safety stock, reorder points), including product transitions (e.g., capsules → powder).
- Model run-out dates and purchase timing; flag risks early and recommend reorder actions.
- Own core metrics: active/cancelled subs, cohort retention, acquisition rate, churn, M2/M3 conversion, reactivation.
- Analyze cancellation survey data to pinpoint drivers; partner with CS/Growth on fixes and experiments.
- Handle ad-hoc eligibility counts (e.g., Month-2/Month-3 gift qualification) and campaign backtests.
- Dive into AfterShip to monitor first-scan time, in-transit time, delivery time, on-time %, and exception codes by lane/carrier.
- Identify bottlenecks (carrier, lane, warehouse handoff) and surface clear remediation plans.
- Use AI copilots (for example, ChatGPT/Claude/Gemini) to draft SQL/Sheet formulas, document pipelines, summarize survey text, and generate weekly highlights.
- Build lightweight automations (Zapier/Make, Apps Script/VBA, Slack bots) for: SLA breach alerts, low-stock warnings, churn spikes, and exception triage.
- Create LLM-powered parsers to normalize reason codes (cancellations, exceptions) and classify free-text at scale.
- Implement QA assistants for reconciliation checks across Shopify, D365, subscription apps, and finance (e.g., variance explanations, anomaly detection).
- Maintain prompt libraries and guardrails; track accuracy and drift over time.
- Triage urgent data issues; run quick anomaly deep-dives (e.g., sudden carrier delays, payment failures, SKU swaps).
- Spin up one-off cohort/impact analyses for campaigns, promos, bundles, and pricing tests.
- Prototype throwaway dashboards for new initiatives; harden the winners into repeatable views.
- Stand up temporary scripts/notebooks to reconcile edge cases (preorders, partials, split shipments).
- Field leadership questions with clear, time-boxed analyses and recommended actions.
- Reconcile data between Shopify, Microsoft Dynamics 365 (D365), subscription apps, and finance.
- Build/maintain robust Excel & Google Sheets models with documentation and QA checks.
- Create lightweight SOPs and self-serve dashboards for CS/Ops.
- Translate insights into simple narratives and action lists for Customer Ops, Growth, and Leadership.
- Present weekly “what changed / why / what’s next” highlights.
Top-tier Spreadsheet Skills
- Excel: dynamic arrays, Power Query, Power Pivot, XLOOKUP/INDEX-MATCH, SUMIFS/COUNTIFS, FILTER, REGEX*, pivots/charts, scenario modeling; VBA/macros a plus.
- Google Sheets: ARRAYFORMULA, QUERY, FILTER, REGEX*, IMPORTRANGE; Apps Script a plus.
- Comfortable using AI copilots for analysis, documentation, and QC; able to design effective prompts and evaluation checks.
- Experience wiring automations with Zapier/Make, Slack/Teams bots, Apps Script/VBA; bonus for API/LLM integration.
- Commerce stack familiarity: Hands-on with Shopify (and ecosystem apps) and D365 data/objects; confident with ERP reconciliation.
- Comfort using AfterShip (or similar) to extract and analyze delivery/transit metrics.
- Strong business judgment: turn signals into clear operational recommendations.
- Meticulous about data accuracy, reconciliation, and reproducibility; crisp documentation.
- Experience with subscription platforms (e.g., Recharge, Skio) and CS tools (e.g., Gorgias/Zendesk).
- BI/SQL/Python for deeper analysis (cohorts, LTV, forecast diagnostics).
- Familiarity with inventory planning (lead time, EOQ, service levels).
- LLM frameworks (e.g., LangChain) or basic API scripting for custom classifiers/parsers.
- On-time delivery %, median transit time, exception rate
- Inventory days-on-hand and stockout risk
- Subscription churn/retention (overall & cohort), M2→M3 conversion
- Data quality SLAs (reconciliation accuracy, refresh timeliness)
Excel, Google Sheets, Shopify & ecosystem apps, Microsoft Dynamics 365, AfterShip, AI copilots (ChatGPT/Claude/Gemini), Zapier/Make, Slack/Teams bots, (optional) SQL/Python/BI, Apps Script/VBA.
Join us to make a huge impact as we revolutionize healthcare. The thing we most value is working with talented, growth-minded people, who don’t hesitate to jump into creative problem solving. We don’t believe in up or out, we don’t believe in rest and vest. We want to give you the opportunity to grow with us. Neither your career nor Prenetics is a sprint — they’re both marathons.
In our hiring process, we look at building a team with three essential factors: adaptability, ability and passion. We’ve discovered the greatest achievements come from the right people working collaboratively towards a shared goal. As Prenetics and our vision continues to grow, you’ll have the opportunity to constantly change and evolve with us. Seniority level
- Seniority level Entry level
- Employment type Temporary
- Job function Information Technology
Referrals increase your chances of interviewing at Prenetics by 2x
Get notified about new Data Analyst jobs in Hong Kong, Hong Kong SAR .
Central, Hong Kong SAR SGD800.00-SGD1,200.00 1 month ago
Wan Chai District, Hong Kong SAR 3 months ago
Wan Chai District, Hong Kong SAR 3 weeks ago
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Data Transformation Business Analyst - Leading Insurance Group Quantitative Researcher - Global Crypto Trading Exchange - AsiaWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Customer Operations Data Analyst
Posted 3 days ago
Job Viewed
Job Description
Join to apply for the Customer Operations Data Analyst role at Prenetics
Join to apply for the Customer Operations Data Analyst role at Prenetics
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Prenetics (NASDAQ:PRE), a leading health sciences company, is dedicated to advancing consumer health. Our consumer initiative is led by IM8, a fast-growing health and wellness brand; Europa, one of the largest sports distribution companies in the USA; and CircleDNA, a leading direct-to-consumer DNA test. As the first healthcare company to establish a Bitcoin treasury with its initial $20 million Bitcoin purchase and board-approved comprehensive Bitcoin strategy, Prenetics is pioneering the intersection of healthcare innovation and digital asset adoption. The company will soon accept cryptocurrency payments across both IM8 Health and CircleDNA platforms, creating a complete Bitcoin ecosystem from treasury to operations. This includes exploring how blockchain technology can further enhance our genomics solutions, such as CircleDNA, by ensuring data integrity, privacy, and secure access to personalized health insights, while establishing new paradigms for corporate treasury management. Each of Prenetics' units synergistically enhances our global impact on health, embodying our commitment to "enhancing life through science". To learn more please visit prenetics.com and IM8health.com.
The role
Be the analytics backbone for Customer Operations across our Shopify commerce stack. From inventory coverage and fulfillment to subscription health and shipping SLAs, you’ll turn multi-source data into crisp, actionable insights and simple dashboards the team can use daily. You’ll also leverage AI tools and automation to speed up analysis, reduce manual work, and power always-on alerts.
What You’ll Do
Order fulfillment & inventory analytics
- Build live views and weekly reports on order status, backorders, and exceptions.
- Forecast demand and inventory coverage (days on hand, safety stock, reorder points), including product transitions (e.g., capsules → powder).
- Model run-out dates and purchase timing; flag risks early and recommend reorder actions.
- Own core metrics: active/cancelled subs, cohort retention, acquisition rate, churn, M2/M3 conversion, reactivation.
- Analyze cancellation survey data to pinpoint drivers; partner with CS/Growth on fixes and experiments.
- Handle ad-hoc eligibility counts (e.g., Month-2/Month-3 gift qualification) and campaign backtests.
- Dive into AfterShip to monitor first-scan time, in-transit time, delivery time, on-time %, and exception codes by lane/carrier.
- Identify bottlenecks (carrier, lane, warehouse handoff) and surface clear remediation plans.
- Use AI copilots (for example, ChatGPT/Claude/Gemini) to draft SQL/Sheet formulas, document pipelines, summarize survey text, and generate weekly highlights.
- Build lightweight automations (Zapier/Make, Apps Script/VBA, Slack bots) for: SLA breach alerts, low-stock warnings, churn spikes, and exception triage.
- Create LLM-powered parsers to normalize reason codes (cancellations, exceptions) and classify free-text at scale.
- Implement QA assistants for reconciliation checks across Shopify, D365, subscription apps, and finance (e.g., variance explanations, anomaly detection).
- Maintain prompt libraries and guardrails; track accuracy and drift over time.
- Triage urgent data issues; run quick anomaly deep-dives (e.g., sudden carrier delays, payment failures, SKU swaps).
- Spin up one-off cohort/impact analyses for campaigns, promos, bundles, and pricing tests.
- Prototype throwaway dashboards for new initiatives; harden the winners into repeatable views.
- Stand up temporary scripts/notebooks to reconcile edge cases (preorders, partials, split shipments).
- Field leadership questions with clear, time-boxed analyses and recommended actions.
- Reconcile data between Shopify, Microsoft Dynamics 365 (D365), subscription apps, and finance.
- Build/maintain robust Excel & Google Sheets models with documentation and QA checks.
- Create lightweight SOPs and self-serve dashboards for CS/Ops.
- Translate insights into simple narratives and action lists for Customer Ops, Growth, and Leadership.
- Present weekly “what changed / why / what’s next” highlights.
Top-tier Spreadsheet Skills
- Excel: dynamic arrays, Power Query, Power Pivot, XLOOKUP/INDEX-MATCH, SUMIFS/COUNTIFS, FILTER, REGEX*, pivots/charts, scenario modeling; VBA/macros a plus.
- Google Sheets: ARRAYFORMULA, QUERY, FILTER, REGEX*, IMPORTRANGE; Apps Script a plus.
- Comfortable using AI copilots for analysis, documentation, and QC; able to design effective prompts and evaluation checks.
- Experience wiring automations with Zapier/Make, Slack/Teams bots, Apps Script/VBA; bonus for API/LLM integration.
- Commerce stack familiarity: Hands-on with Shopify (and ecosystem apps) and D365 data/objects; confident with ERP reconciliation.
- Comfort using AfterShip (or similar) to extract and analyze delivery/transit metrics.
- Strong business judgment: turn signals into clear operational recommendations.
- Meticulous about data accuracy, reconciliation, and reproducibility; crisp documentation.
- Experience with subscription platforms (e.g., Recharge, Skio) and CS tools (e.g., Gorgias/Zendesk).
- BI/SQL/Python for deeper analysis (cohorts, LTV, forecast diagnostics).
- Familiarity with inventory planning (lead time, EOQ, service levels).
- LLM frameworks (e.g., LangChain) or basic API scripting for custom classifiers/parsers.
- On-time delivery %, median transit time, exception rate
- Inventory days-on-hand and stockout risk
- Subscription churn/retention (overall & cohort), M2→M3 conversion
- Data quality SLAs (reconciliation accuracy, refresh timeliness)
Excel, Google Sheets, Shopify & ecosystem apps, Microsoft Dynamics 365, AfterShip, AI copilots (ChatGPT/Claude/Gemini), Zapier/Make, Slack/Teams bots, (optional) SQL/Python/BI, Apps Script/VBA.
Join us to make a huge impact as we revolutionize healthcare. The thing we most value is working with talented, growth-minded people, who don’t hesitate to jump into creative problem solving. We don’t believe in up or out, we don’t believe in rest and vest. We want to give you the opportunity to grow with us. Neither your career nor Prenetics is a sprint — they’re both marathons.
In our hiring process, we look at building a team with three essential factors: adaptability, ability and passion. We’ve discovered the greatest achievements come from the right people working collaboratively towards a shared goal. As Prenetics and our vision continues to grow, you’ll have the opportunity to constantly change and evolve with us. Seniority level
- Seniority level Entry level
- Employment type Temporary
- Job function Information Technology
Referrals increase your chances of interviewing at Prenetics by 2x
Get notified about new Data Analyst jobs in Hong Kong, Hong Kong SAR .
Central, Hong Kong SAR SGD800.00-SGD1,200.00 1 month ago
Wan Chai District, Hong Kong SAR 3 months ago
Wan Chai District, Hong Kong SAR 3 weeks ago
Business Intelligence Analyst, Power BI (1 year contract) Junior Quant Researcher / Data ScientistCentral & Western District, Hong Kong SAR 1 day ago
Analyst, CRM Data Analysis and Automation Data Science Lead | HKD 75K - HKD 90K per month | Inhouse Business Intelligence & Automation InternCentral & Western District, Hong Kong SAR 8 hours ago
Data Transformation Business Analyst - Leading Insurance Group Quantitative Researcher - Global Crypto Trading Exchange - AsiaWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrCustomer Relationship Manager, Wealth Management (Branch) (Ref no: CRMWMB-IY)
Posted 10 days ago
Job Viewed
Job Description
Join to apply for the Customer Relationship Manager, Wealth Management (Branch) (Ref no: CRMWMB-IY) role at Nanyang Commercial Bank Ltd.
Customer Relationship Manager, Wealth Management (Branch) (Ref no: CRMWMB-IY)1 week ago Be among the first 25 applicants
Join to apply for the Customer Relationship Manager, Wealth Management (Branch) (Ref no: CRMWMB-IY) role at Nanyang Commercial Bank Ltd.
Get AI-powered advice on this job and more exclusive features.
Accumulating over 70 years experience on our solid foundation in Hong Kong and Greater China, we succeed and create our brilliant story throughout the region. As the first foreign bank branch in Mainland, we grasp the opportunity to grow along with the economic reforms. With our well-versed China business intelligence, we continue to expand our network proactively but prudently.
Inheriting our “People Focus” tradition, we strongly believe in the philosophy of talent investment. Here, we respect your career development with enormous support and room for inspiration. If you are ready to go for great, join us today. You can shine with your own glorious story.
Your talent is our treasure, come to explore your potential with us.
Job Responsibilities
- Establish and strengthen the relationships with high-net-worth customers, identify and fulfil their investment needs by providing thorough financial analysis;
- Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank.
- Bachelor’s degree or above Business or related disciplines;
- At least 2 years of sales experience in consumer banking field
- Sound knowledge towards investment market and various banking products;
- Sales and customer-oriented with good communication skills;
- Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 and MPF Intermediaries Examination is a must;
- CFPCM / CFMP / ECF – RWM is preferred;
- Proficiency in both written and spoken English, Chinese and Putonghua;
- Candidate with less experience will be considered as Assistant Customer Relationship Manager, Wealth Management.
We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt. Seniority level
- Seniority level Entry level
- Employment type Other
- Job function Finance
- Industries Banking
Referrals increase your chances of interviewing at Nanyang Commercial Bank Ltd. by 2x
Get notified about new Customer Relations Manager jobs in Hong Kong SAR .
Assistant Manager, Customer Relationship Deputy Manager to Senior Manager, Complaints Team Assistant Manager - Contact Centre and Remote Channel Manager, Customer Relationship (Complaint Handling) Service Quality Manager - Organization & Productivity Management Manager/ Associate Manager, Retail Banking Services (Account Opening and Customer Due Diligence Team)Southern District, Hong Kong SAR 3 days ago
Senior Customer Relations Manager - Wealth and Personal Banking (Assistant) Service Management Manager (ToB) Manager, Customer & Policy Services, Projects & Operation Excellence Assistant Account Manager (Employee Benefits) Account Servicing Manager (General Insurance) Channel Sales Manager / Account Manager - US Markets (Frequent Travel to US is Required)Hong Kong SAR $15,360.00-$15,600.00 1 month ago
WeLab Bank - Manager/ Assistant Manager, Account OperationsWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrCustomer Relationship Manager, Wealth Management (Branch) (Ref no: CRMWMB-EN)
Posted today
Job Viewed
Job Description
Join to apply for the Customer Relationship Manager, Wealth Management (Branch) (Ref no: CRMWMB-EN) role at Nanyang Commercial Bank Ltd.
Customer Relationship Manager, Wealth Management (Branch) (Ref no: CRMWMB-EN)1 day ago Be among the first 25 applicants
Join to apply for the Customer Relationship Manager, Wealth Management (Branch) (Ref no: CRMWMB-EN) role at Nanyang Commercial Bank Ltd.
Accumulating over 70 years experience on our solid foundation in Hong Kong and Greater China, we succeed and create our brilliant story throughout the region. As the first foreign bank branch in Mainland, we grasp the opportunity to grow along with the economic reforms. With our well-versed China business intelligence, we continue to expand our network proactively but prudently.
Inheriting our “People Focus” tradition, we strongly believe in the philosophy of talent investment. Here, we respect your career development with enormous support and room for inspiration. If you are ready to go for great, join us today. You can shine with your own glorious story.
Your talent is our treasure, come to explore your potential with us.
Job Responsibilities
- Establish and strengthen the relationships with high-net-worth customers, identify and fulfil their investment needs by providing thorough financial analysis;
- Initiate and implement strategies to promote a full range of retail banking products through a proactive and professional approach in achieving the business sales targets of the bank.
- Bachelor’s degree or above Business or related disciplines;
- At least 2 years of sales experience in consumer banking field
- Sound knowledge towards investment market and various banking products;
- Sales and customer-oriented with good communication skills;
- Passed in HKSI 1, 7, 8 or equivalent & IIQE Paper 1, 2, 3 & 5 and MPF Intermediaries Examination is a must;
- CFPCM / CFMP / ECF – RWM is preferred;
- Proficiency in both written and spoken English, Chinese and Putonghua;
- Candidate with less experience will be considered as Assistant Customer Relationship Manager, Wealth Management.
We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt. Seniority level
- Seniority level Entry level
- Employment type Other
- Job function Finance
- Industries Banking
Referrals increase your chances of interviewing at Nanyang Commercial Bank Ltd. by 2x
Sign in to set job alerts for “Customer Relations Manager” roles. Assistant Manager, Customer Relationship Deputy Manager to Senior Manager, Complaints Team Service Quality Manager - Cards & Unsecured Lending Assistant Manager - Contact Centre and Remote Channel Manager to Senior Manger, Customer Service (Credit Card) Customer Service Manager I - Wealth & Personal Banking Key Account Manager / Sales Manager, US Markets (Frequent Travel to US is Required) (Assistant) Service Management Manager (ToB) Assistant Ice Rink Manager, Frontline Operation, Customer Service, People Management, 5 daysHong Kong SAR $15,360.00-$15,600.00 2 months ago
WeLab Bank - Manager/ Assistant Manager, Account Operations Account Servicing Manager (General Insurance)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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