HSBC Group

GCB 5

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.

Wealth and Personal Banking (WPB) Hong Kong helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. We have four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Manager Investment Insights.

Principal Responsibilities

In this role you will

• Lead the research, writing, and compilation of high-quality multi-asset (including equities, fixed income and alternatives) investment content that clearly communicates the Chief Investment Office (CIO)'s house view and thematic insights

• Spearhead new initiatives and projects aimed at improving the dissemination and consumption of the CIO insights across various client segments

• Develop and execute internal and external communication strategies to ensure consistent and clear delivery of CIO views to clients and frontline teams

• Leverage digital expertise to optimize content delivery channels (e.g., web, app, social media), enhance user engagement, and maximize the impact of published materials

• Provide subject matter expertise on multi-asset allocation strategies, ensuring insights are actionable and aligned with broader wealth management goals

• To provide comprehensive and timely insights to frontline throughout the entire wealth continuum

• To collaborate with various stakeholders including retail distribution, wealth product teams, marketing, propositions and etc. to drive businesses by adding value to insights led wealth product campaigns, assisting frontline with sales scripts and prompt insights content to implement suitable investment strategies

To be successful you will need

• University degree in a relevant discipline with solid experience in the investment area
• Proven and exceptional writing skills to help create a wide range of communication materials for various audiences
• Demonstrate ability to capture complex ideas and write clear, concise and engaging content across different media including print, digital and video. Data visualization expertise is a plus
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook along with good general PC skills
• Good presentation skills and excellent communication skills, with the ability to write persuasively and converse fluently in English, Cantonese and Mandarin. Utilize fluent Mandarin Chinese to tailor content, engage with key stakeholders, and support communications for Mandarin-speaking clients and regions
• Experience of relevant systems like Bloomberg, Factset, MorningStar or Reuters is a plus

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

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.