Campaign Manager (Banking)

Company Overview

Capco is an entrepreneurial consulting business with expertise in transformation, technology, and strategy. We specialize in banking and payment; capital markets; wealth & investment management; finance, risk & compliance; and technology, serving our clients from offices in leading financial centers across US, Europe and APAC. We are expanding our business rapidly across Asia (especially Malaysia). You will work on engaging projects with some of the largest banking and insurance clients in the world, projects that will deliver significant transformation and change. Besides, we have exciting growth plans in APAC and some very interesting new service lines opening. We are building the business, so now is a good time to join because you can join at the start, have an impact and play a role in its future success = promotion opportunities, better bonus opportunities and faster career progression.

Through our collaborative and efficient approach, we help our clients successfully increase revenue, manage risk and regulatory change, reduce cost and enhance control. We specialize in banking; capital markets; wealth and investment management; finance, risk & compliance; and technology. We serve our clients from offices in leading financial centers across North America, Europe and APAC.

Role Title: Campaign Manager (Banking)

Role Overview

• The Campaign Manager is responsible for planning and executing targeted campaigns within Commercial Banking to drive product uptake, revenue growth, and client engagement across SME and Corporate segments. The role partners closely with Product, Sales, CRM, Analytics, and Compliance teams to deliver data-driven campaigns and enable Relationship Managers to achieve business targets:

Campaign Strategy & Planning

Translate business objectives into targeted campaign strategies.

Align campaigns with product priorities (e.g., loans, trade finance, treasury services, deposits).

Define and segment target customers (e.g., SMEs, mid-market corporates, new-to-bank clients).

Set campaign objectives and KPIs (e.g., leads, conversion rate, cross-sell rate, revenue, NIM impact).

Develop and manage campaign calendars aligned with product launches and seasonal trends

• Audience Segmentation & Targeting

• Partner with CRM and Data Analytics teams to identify high-potential customer segments.

• Analyze RM portfolios to uncover cross-sell and upsell opportunities.

• Generate eligible and pre-approved customer lists based on defined criteria.

• Leverage behavioral triggers (e.g., balance movements, trade activity) to drive timely engagement.

• Campaign Execution

• Coordinate cross-functional teams including Product, Sales, Compliance, Marketing, and Technology.

• Manage multi-channel campaign deployment (email, RM call lists, digital banners, events/webinars, digital acquisition channels).

• Oversee creative development, messaging, and compliance approvals.

• Ensure timely execution and delivery within agreed timelines.

• Track and monitor campaign performance, recommending optimizations where required.

• Sales & Relationship Manager Enablement

• Provide qualified lead lists to Relationship Managers (RMs).

• Develop sales enablement materials including pitch decks and product one-pagers.

• Track RM follow-ups and campaign conversion performance.

• Support internal sales initiatives such as competitions or incentive programs.

Experience & Skills

Degree in Business, Marketing, Finance, or a related discipline.

5+ years of relevant experience in commercial banking, campaign management, marketing, business analysis, or project management.

Strong analytical and data segmentation capabilities with experience using CRM systems.

Proven ability to manage cross-functional stakeholders and campaign timelines.

Experience as a Change Manager, Business Analyst, or Project Manager will be advantageous.

• Language requirement: Mandarin and/or Cantonese

Why join us?

You will join a company that supports and encourages an entrepreneurial outlook and independent thinking. Capco is not about organizational charts and layers –we operate with little hierarchy because we want all employees to feel that Capco is their firm. We warmly value diversity and inclusion and embrace our collective uniqueness –our culture is a strong, fresh, and invigorating difference from our competitors.

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