Manager Wealth Model Management - Customer Value Management

Hong Kong
Oct 17, 2018
Oct 19, 2018
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Some careers shine brighter than others

If you're looking for a career that will help you stand out, join HSBC and fulfil your potential.

HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.

We are currently seeking a high caliber professional to join our team as Manager Wealth Model Management .

Principal responsibilities

  • Support the management of our wealth portfolio management framework through use of market leading risk models and analytics covering different market environments and trends
  • Support the implementation of key Financial Planning and Advice models include but not limited to Customer Risk Profiling model, Product Risk Rating model, Simulation model and other models relating to advice and suitability
  • Ensure that models are fit for purpose, best in class and represent industry best practice
  • Manage local alignment to global financial planning and wealth model governance standards
  • Ensure a high level of compliance and control for the implementation of the models including oversight processes, quality checks and reporting
  • Work together with Retail Distribution to embed the Financial Planning and Wealth Portfolio Management models in delivering market leading wealth solution in Hong Kong
  • Keep abreast of industry and regulatory changes to timely determine opportunities and transformation needs



  • ​University degree in a business or quantitative finance discipline
  • Undergoing Certified Financial Planner or Chartered Financial Analyst training
  • Strong in mathematical and analytics skills
  • Experience in model management and governance
  • Ability to handle multitude of initiatives and implementation quality
  • Strong collaboration and influencing skills, with the ability to work effectively across functions
  • Strong business acumen, strategic thinking and communication skills

You'll achieve more when you join HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

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