HSBC Group

GCB 4

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as an Insights Lab Strategist - Wealth and Premier Solutions.

Principal Responsibilities

Reporting to the Regional and HK Head of Insights Lab, as the role holder, you will play an important role in defining and delivering our strategy of being the number 1 Wealth Management franchise. Insights Lab delivers the best of WPS product content to clients digitally, enabling scalable client engagement, to drive growth of WPB in both Private Banking and Retail Wealth segments.

In this role you will

• Develop and manage digital journeys of delivery of Investment Insights to WPB Singapore and Private Bank Singapore clients
• Commercialize Investment Insights by driving investment product sales, augmenting Relationship Managers coverage of clients
• Ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation
• Adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes/procedures
• Be expected to consistently display the behaviours that form part of our values and culture and adhere to risk policies and procedures of the bank

To be successful you will need

• Familiarity with wealth management products, sales journey, advisory / point-of-sales process
• Ability to write and / or review a punchy sales pitch
• Familiarity with digital product development and management
• Experience in mobile applications journey design, conversational banking, Generative AI would be an advantage
• To be a team player, to develop strong partnership with WPS CIO, Product Desks, Relationship Managers and Investment Counsellors to drive business outcome. Win as a team
• Experience in wealth management industry.
• Experience in working with offshore team would be an advantage

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

When applying, please submit a full resume. Your local internal application policy should be followed. For more information you can visit HRDirect and search for content "SGP: Internal Job Application Criteria”. 

Opening up a world of opportunity

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.