Job description
Wealth & Personal Banking
In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.
We are currently seeking an experienced professional to join our team.
In this role, you will:
1. Taking the lead for Private Product development
- Facilitate end-to-end product life cycle management to ensure customer-centric products to be offered to customers and ensure the process fulfill regulatory requirements and Group policy
- Analyze industry trend, competitor analysis to identify opportunities and threats for product development
- Support private product roadmap, product line expansion, digital marketing, pricing, value proposition, segmentation, investment advisory, customer service
- Launch new products from new partnership development, business term negotiation, customer needs assessment, new product onboarding, sales training to after-sales service
2. Initiative Development
- Identify key business drivers and brainstorm for investment product initiatives,
- Collaborate with internal and external stakeholders one-stop solution by leveraging resources from HSBC Group
3. Project Management
- Work independently and lead as team player to develop digital platform
- Enhance customer journey to offer friction-free customer journey
- Process enhancement across manned and digital channel to build up a user- friendly platform/user interface for customers
- Lead system projects from planning to execution - user requirement, UAT testing, production testing, customer & frontline communication, commercialization plan
4. Data Analysis & Insight
- Monitor customer portfolio to identify risks or opportunities for sustainable business growth
- Identify customer behavior and equip frontline with the tools to deepen the long-term customer relationship
- Explore business opportunities by deep diving into the data across quantitative and qualitative views
5. Risk Control
Ensure business risk is properly assessed and fully executed when developing the business growth plan. Demonstrate disciplined risk awareness when identifying new business opportunities
Requirements
To be successful in the role, you should meet the following requirements:
• University or above graduated
• At least 10 ears’ experience in banking industry with at least 8 years’ experience in investment products
• Experience in establishing a business and coordinating resources
• Ambition to grow business with the team, including external and internal stakeholders
• Good English and Mandarin communication, MS Excel skill, MS PowerPoint skill
• Obtained Fund Qualification from AMAC
You’ll achieve more when you join HSBC.
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 and inclusive and diverse environment. Personal data held by the Company relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website./RW
Issued by HSBC Bank (China) Company