HSBC Group

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global 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 Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight.

People responsibility: N

Report to: SVP, Wholesale Business

Role Purpose

- To lead disciplined Client Engagement programme around the client at all levels and ensuring the execution of all strategic action

- To ensure Business Development and Client Service coverage of each key client is fully integrated to deliver right sales pitch which addresses the clients’ needs

In this role, you will:

- Lead the engagement and pitching to distributors' headquarter gatekeepers

- Achieve sales and revenue growth for the wholesale business and manage key Fund of Funds clients if applicable

- Deliver effective sales and servicing quality to ensure high customer satisfaction level

- Participate actively in conferences and key events and internally engage product development by bringing client feedback and ideas to Product forums

- Work closely with Marketing team to deliver a differentiated proposition to the client, taking responsibility for removing roadblocks where necessary, and escalating where appropriate, as the ultimate escalation point for client issues

- University and above degree

- Extensive experience in Asset Management or proven track record of channel sales experience

- Strong existing relationships with banking or insurance distributors and Fund of Funds clients

- Good command of speaking and writing in English and Mandarin Chinese

- Group Personal Account Dealing covered

- License requirement (one of below):

1. 證券投資分析人員

2. 證券商高級業務員

3. 證券投資信託及顧問事業之業務員

4. 信託業務專業測驗+證券投資信託及顧問法規

Opening up a world of opportunity.

We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. By enabling you to perform at your best, we deliver innovative solutions and ensure our costumers thrive. 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.