HSBC

1 week ago

Client Engagement Manager, Pensions - HSBC Global Asset Management (Kowloon City, Kowloon, HK)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Own client and intermediary engagement for pensions, identifying and qualifying new opportunities while addressing queries and maintaining conduct standards in all communications and proposals. Coordinate MPF onboarding to ensure smooth transitions, support onboarding teams with training and documentation, and implement onboarding strategies and processes. Drive sales effectiveness through lead generation programs, monitor performance and satisfaction metrics, and conduct market analysis to inform strategic decisions.

Location: Hong Kong

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Manager level

Key Responsibilities

•Identify and qualify new pensions opportunities via market mapping, referrals, events, intermediaries, and internal leads.
•Address intermediary queries and concerns promptly to ensure high customer satisfaction and ensure proposals meet conduct standards.
•Coordinate MPF onboarding for new pensions clients, including training support, introductory sessions, and preparation of onboarding documentation.
•Develop and implement client onboarding and MPF onboarding strategies, including organizing processes for new intermediaries and conducting ongoing training.
•Support pensions sales management, including planning and analysis, monitoring intermediary performance and satisfaction metrics, and reviewing effectiveness through activity and conversion analysis.

Key Requirements

•Exceptional communication and negotiation skills with a strong customer-centric approach.
•Ability to analyze performance data and generate actionable insights.
•Empathetic and approachable; able to build trust with intermediaries.
•Self-motivated with a strong sense of accountability and professionalism.

Experience:PensionsMarket analysis

Skills:CommunicationNegotiationCustomer-centricData analysisAccountabilityProfessionalismTrust-building

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 week ago

Client Engagement Manager, Pensions - HSBC Global Asset Management (Kowloon City, Kowloon, HK)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Hong Kong

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Manager level

Key Responsibilities

•Identify and qualify new pensions opportunities via market mapping, referrals, events, intermediaries, and internal leads.
•Address intermediary queries and concerns promptly to ensure high customer satisfaction and ensure proposals meet conduct standards.
•Coordinate MPF onboarding for new pensions clients, including training support, introductory sessions, and preparation of onboarding documentation.
•Develop and implement client onboarding and MPF onboarding strategies, including organizing processes for new intermediaries and conducting ongoing training.
•Support pensions sales management, including planning and analysis, monitoring intermediary performance and satisfaction metrics, and reviewing effectiveness through activity and conversion analysis.

Key Requirements

•Exceptional communication and negotiation skills with a strong customer-centric approach.
•Ability to analyze performance data and generate actionable insights.
•Empathetic and approachable; able to build trust with intermediaries.
•Self-motivated with a strong sense of accountability and professionalism.

Experience:PensionsMarket analysis

Skills:CommunicationNegotiationCustomer-centricData analysisAccountabilityProfessionalismTrust-building

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