HSBC

1 month ago

Senior Wealth Product Strategy and Proposition Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Lead the strategy and development of HSBC's wealth product shelf for the Central Hong Kong Island market. You will drive product competitiveness, support sales with scripts and kits, collaborate cross-functionally on customer propositions and branding, analyze market/customer insights, and push initiatives to grow wealth across affluent segments using analytics and marketing programs.

Location: America/Chicago

Workplace: Onsite

Job Function: Strategy & Corporate Development

Seniority: Sr. Manager level

Key Responsibilities

•Ensure that the investment wealth product shelf is competitive, fit for purpose and aligned to the latest market outlook, collaborating with the CIO teams, product owners and manufacturers to continually update our product shelf with innovative solutions
•Drive commercialization of our curated investment wealth product shelf by delivering sales support (including sales scripts and kits)
•Support wealth customer growth via collaboration with customer proposition, segment offerings and branding teams
•Support competitive analysis and customer insights work for the Affluent, Premier and Premier Elite segments
•Work with the Sales Performance and Effectiveness, as well as Premier & Wealth Distribution teams to identify and implement initiatives to deliver wealth business growth targets among the Emerging Affluent, Premier and Premier Elite segments

Key Requirements

•10 years + of experience within product, investment specialist and/or wealth sales roles
•Strong planning, analytical, communications, decision-making, lateral thinking, influencing, interpersonal and project management skills
•Understanding of wealth investment products, as well as the businesses and the regulations impacting them
•Familiarity with wealth product development as well as design thinking
•Proven track record in business development and initiatives delivery

Experience:10+ yearsBankingWealth management

Education:Bachelor's

Skills:CommunicationLeadershipInfluencingAnalyticProject management

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: 3.6

Website LinkedIn

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HSBC

1 month ago

Senior Wealth Product Strategy and Proposition Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: America/Chicago

Workplace: Onsite

Job Function: Strategy & Corporate Development

Seniority: Sr. Manager level

Key Responsibilities

•Ensure that the investment wealth product shelf is competitive, fit for purpose and aligned to the latest market outlook, collaborating with the CIO teams, product owners and manufacturers to continually update our product shelf with innovative solutions
•Drive commercialization of our curated investment wealth product shelf by delivering sales support (including sales scripts and kits)
•Support wealth customer growth via collaboration with customer proposition, segment offerings and branding teams
•Support competitive analysis and customer insights work for the Affluent, Premier and Premier Elite segments
•Work with the Sales Performance and Effectiveness, as well as Premier & Wealth Distribution teams to identify and implement initiatives to deliver wealth business growth targets among the Emerging Affluent, Premier and Premier Elite segments

Key Requirements

•10 years + of experience within product, investment specialist and/or wealth sales roles
•Strong planning, analytical, communications, decision-making, lateral thinking, influencing, interpersonal and project management skills
•Understanding of wealth investment products, as well as the businesses and the regulations impacting them
•Familiarity with wealth product development as well as design thinking
•Proven track record in business development and initiatives delivery

Experience:10+ yearsBankingWealth management

Education:Bachelor's

Skills:CommunicationLeadershipInfluencingAnalyticProject management

Company Brief

HSBC

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: 3.6

Website LinkedIn