Affluent Value Proposition Senior Specialist

At Alpha Bank we are shaping the future of banking in Greece.

Through our large-scale Transformation Program, we are changing the way we operate, the way we deliver results and the way we service our Customers.

• We understand our Customers’ needs and design experiences around them.
• We work in partnership and invite diversity of skills and perspectives.
• We are forward-thinking and drive continuous improvement.
• We make things happen; we execute quickly and focus on what is essential.

If you are a change enthusiast who sets ambitious goals and works with a sense of purpose, we want to get to know you!

Join our team #AlphaBank

#WeAreAlpha #EnablingProgress #AlphaCulture #ValuesThatLead #OneTeamOnePurpose

Purpose

As Value Proposition Senior Specialist for the Affluent segment, you shape and deliver the annual commercial roadmap for the Bank's Affluent and Hidden Affluent customers. You design end-to-end value propositions that bring together a distinctive relationship manager service model, a tailored product and investment offering, an ecosystem of benefits and partnerships, and a recognition framework that makes Affluent customers feel valued. You act as the voice of the customer and of the sales channels, building trust, deepening wallet share and sustaining relationships across generations.

What you will be doing

• Own the annual commercial roadmap for the Affluent subsegment, covering declared and Hidden Affluent customers
• Design and continuously enhance the integrated Affluent value proposition, covering relationship manager service model, product and investment composition, pricing, recognition and loyalty benefits
• Shape the relationship manager service model as the core of the Affluent experience, defining portfolio sizing, coverage standards, contact strategy and operating model
• Use analytics to identify and earmark Hidden Affluent customers within the broader retail base, defining the signals (income flows, balances, investments, real estate, life events) that surface high-potential clients and orchestrate their migration into the Affluent proposition
• Define a recognition framework that makes Affluent customers feel acknowledged consistently across branches, contact center, digital channels and communications, and build an ecosystem of benefits and partnerships relevant to Affluent lifestyles (travel, hospitality, health, culture, mobility, exclusive experiences)
• Bring a solid understanding of investments and wealth solutions, working with investment and bancassurance teams to ensure a relevant advisory and product shelf across deposits, investments, insurance and credit
• Design an intergenerational heritage customer experience, treating Affluent relationships at family and household level, supporting wealth transfer and succession, and connecting with the Household and Youth propositions to retain heirs as future Affluent customers
• Define market positioning versus private banking, wealth managers and digital wealth platforms, and act as the voice of the customer and of the sales channels, working closely with Relationship Managers, the Branch Network and Affluent coverage teams
• Collaborate with product, wealth, bancassurance, marketing, operations and digital teams to translate the proposition into concrete features, processes and customer journeys, balancing high-touch service with modern digital experiences
• Analyze portfolio data and market trends to size opportunities and measure commercial impact

What you need to have

• A bachelor's degree in Finance, Business Administration, Engineering, Marketing or related field
• A master's degree in a related field, would be considered an asset
• At least seven (7) years of relevant experience in product management, segment or proposition marketing, wealth/affluent banking, or strategy/management consulting, ideally with exposure to affluent, private banking or wealth management propositions
• Proven track record in designing and launching value propositions, service models or segment strategies end-to-end, ideally for affluent segment
• Strong understanding of relationship manager service models, customer portfolios and how to read asset composition, product holding, behaviors and profitability
• Strong analytical orientation, with the ability to use data to identify Hidden Affluent customers and measure commercial impact
• Good understanding of investments and wealth solutions, and of technology and digital propositions for Affluent customers
• Experience in building ecosystems of benefits and partnerships, with a clear view on recognition and loyalty for premium audiences
• Strong sense of brand and positioning, and sensitivity to intergenerational dynamics and family wealth
• Strong customer and commercial mindset, considering the end customer, the family/household across generations, and the Relationship Managers channel
• Strong communication and stakeholder management skills
• Excellent use of MS Office (Excel, PowerPoint, Word) and excellent command of English, both written and spoken

What we offer

It’s all about our people. At Alpha Bank, you will enjoy:

• A friendly and collaborative working environment that supports taking initiative and action
• A culture that centers around learning and continuous development and encourages everyone to bring their best self to work
• The opportunity to challenge your thinking through your participation in complex tasks and transformation projects
• Being part of a large organization with a leading role in the Greek economy and a strong presence in the community
• Flexible working options
• A competitive salary and benefits

All applications will be acknowledged and treated in utmost confidence.