Senior Investment Funds Commercialization Manager - Hang Seng Bank (HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 8-10 yearsEducation: bachelorsSkills: ["Leadership","Communication","Stakeholder management","Ownership","Result orientation"]

Lead investment funds commercialization by developing the wealth proposition and the end-to-end sales journey to meet customer investment needs. Drive fund portfolio quality, growth, and sales service improvements aligned with regulatory and internal requirements. Partner with fund houses and distribution channels, collaborate with product teams to set sales strategies against KPIs/OKRs, and drive sales process streamlining, system enhancements, and frontline training.

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FursaFursa
HSBC
HSBC
2 months ago

Senior Investment Funds Commercialization Manager - Hang Seng Bank (HK)

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Last checked: 4 hours agoStatus: Live

Job Summary

Lead investment funds commercialization by developing the wealth proposition and the end-to-end sales journey to meet customer investment needs. Drive fund portfolio quality, growth, and sales service improvements aligned with regulatory and internal requirements. Partner with fund houses and distribution channels, collaborate with product teams to set sales strategies against KPIs/OKRs, and drive sales process streamlining, system enhancements, and frontline training.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Develop the wealth proposition for investment funds and design the end-to-end sales journey for customer needs.
  • •Drive fund business portfolio quality, growth potential, and improve sales service quality under regulatory and internal requirements.
  • •Collaborate with external partners (e.g., fund houses, distribution channels) and stakeholders to maintain competitive edge.
  • •Work with product teams to formulate sales strategies and drive investment fund sales to achieve KPIs and OKRs.
  • •Lead sales initiatives including process streamlining, system enhancements, and frontline training on product features and differentiation.

Key Requirements

  • •University degree in Business, Marketing, Economics, Finance, or related discipline.
  • •8-10+ years experience in the sales process and planning for investment funds (or related investment areas), with 3+ years in business or commercialization at senior level preferred.
  • •Demonstrated track record managing product and sales journey delivery, including implementation and oversight of policy/governance and regulatory requirements.
  • •Result-oriented leadership with strong communication skills, including capability to lead and effect change to support regulatory updates.
  • •Fluency in English and Chinese; strong ownership and stakeholder servicing mindset.
Experience:8-10 yearsInvestment fundsWealth management
Education:Bachelor's
Skills:LeadershipCommunicationStakeholder managementOwnershipResult orientation
Languages:EnglishChinese

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