Manager Investment Business Enablement

HSBC
Jakarta
Workplace: OnsiteFull timeFunction: SalesSkills: ["Analytical thinking","Attention to detail","Communication","Stakeholder management","Presentation"]

Lead investment business enablement for the IWPB network by bridging the Investment Product team with branch and relationship managers. Design and execute investment sales strategies, campaigns, and new-to-wealth activation programs, while ensuring product readiness and governance across launches. Translate market and product insights into client-friendly messaging, monitor performance using analytics, and drive continuous improvement through feedback—ensuring all initiatives meet policies, regulatory and suitability standards.

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FursaFursa
HSBC
HSBC
21 hours ago

Manager Investment Business Enablement

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Lead investment business enablement for the IWPB network by bridging the Investment Product team with branch and relationship managers. Design and execute investment sales strategies, campaigns, and new-to-wealth activation programs, while ensuring product readiness and governance across launches. Translate market and product insights into client-friendly messaging, monitor performance using analytics, and drive continuous improvement through feedback—ensuring all initiatives meet policies, regulatory and suitability standards.
Location: Jakarta
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Act as primary liaison between Investment Product team and Branch/Relationship Manager network to align product positioning and execution priorities.
  • •Design and execute investment sales strategies, campaigns, and tactical programs aligned with business targets and market conditions.
  • •Develop and deliver RM enablement initiatives such as sales toolkits, pitch decks, talking points, case studies, and selling guides.
  • •Coordinate product delivery readiness across branches prior to product launches and campaigns, including training, materials, system setup, and FAQs.
  • •Monitor investment sales performance and campaign effectiveness; identify gaps and recommend corrective actions while translating insights into client-facing narratives.

Pay and Benefits

Perks:Flexible Working

Key Requirements

  • •Proven experience as an Investment Product Manager / Investment Product Support (or closely similar role)
  • •Strong wealth management business sense with solid investment products knowledge
  • •Strong analytical capability with high attention to detail
  • •Confident communication skills (verbal and written) and stakeholder management
  • •MS Excel and MS PowerPoint, including ability to use basic Excel formulas
Experience:Wealth managementInvestment products
Skills:Analytical thinkingAttention to detailCommunicationStakeholder managementPresentation
Certifications:CFACFPCSA
Languages:English
Tech Stack:MS ExcelMS PowerPoint

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn