Wealth and Liabilities Product Manager (GCB 6)

HSBC
Philippines
Full timeFunction: Product ManagementExperience: 3-5 yearsSkills: ["Customer orientation","Communication","Interpersonal skills","Portfolio management","Regulatory compliance"]

Own wealth and liabilities product support for retail customers, helping grow the Wealth Management business. Contribute to new product development by coordinating with product heads, support internal and client launches, and drive rollout to sales teams. Manage cross-sell and up-sell strategies through portfolio management, increase referrals to wealth brokerage via leads management with analytics, and monitor product profitability, efficiency, and compliance with regulations and audit requirements.

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FursaFursa
HSBC
HSBC
1 week ago

Wealth and Liabilities Product Manager (GCB 6)

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Last checked: 4 hours agoStatus: Live

Job Summary

Own wealth and liabilities product support for retail customers, helping grow the Wealth Management business. Contribute to new product development by coordinating with product heads, support internal and client launches, and drive rollout to sales teams. Manage cross-sell and up-sell strategies through portfolio management, increase referrals to wealth brokerage via leads management with analytics, and monitor product profitability, efficiency, and compliance with regulations and audit requirements.
Location: Philippines
Employment Type: Full time
Job Function: Product Management

Key Responsibilities

  • •Coordinate with Wealth and Liabilities product heads to maintain a continuous pipeline of appropriate products for retail clients.
  • •Provide product support for internal and client product launches, including training support for relationship managers and rollout to sales staff.
  • •Manage cross-sell and up-sell strategy for wealth products through portfolio management of IWPB clients.
  • •Increase referrals to HSBC Wealth Brokerage via leads management, working with the analytics team to build and maintain a client portfolio base.
  • •Monitor liabilities product profitability and efficiency by identifying opportunities to improve account opening, referral, and needs uncovering processes, ensuring regulatory and audit compliance.

Key Requirements

  • •Good customer orientation with inclination towards service and client satisfaction.
  • •Strong communication and interpersonal skills.
  • •3-5 years of experience in banking or the financial industry.
  • •Product development or product management experience.
  • •Ability to support product-related initiatives, including launches, training support for relationship managers, and rollout to sales staff.
Experience:3-5 yearsBankingFinancial servicesWealth management
Skills:Customer orientationCommunicationInterpersonal skillsPortfolio managementRegulatory compliance

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