Senior Investment Insight Manager - Wealth Management

Hong Kong
Jan 24, 2019
Jan 27, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.

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 Senior Investment Insight Manager.

Principal responsibilities
  • ‚ÄčLeading and driving investment insight to be disseminated via all channels
  • Develop customer contact themes which timely correspond to the market events and sentiment
  • Design the key broad engagement message to keep customers abreast of market outlook and opportunities
  • Compile message and articles to optimize media exposure value for key investment events and wealth themes
  • Ensure effective and appropriate insight material to guide sales conversations
  • Work and coordinate efficiently with frontline and Marketing to deliver business initiatives in a timely, well-communicated way to drive the business
  • Support multi-channel development to sustain the increasing transaction volume
  • Enhance staff facing and customer facing platform to attract more new business and repeated purchase
  • Maintain strong business sense as well as business focus to develop tailored strategies to penetrate into different target segments

  • University degree in a relevant discipline with solid experience in the investments area
  • Hong Kong Securities and Investment Institute qualification
  • Familiarize with the complex operating and regulatory environment in formulating new initiatives to optimise readership growth
  • Experienced in retail investment product development or sales & marketing with effective investment insights strategy
  • Proven people management track record essential
  • CPF or CFA qualification is an added asset
  • Strong compliance sense to external regulatory requirement and internal guidelines
  • Strong motivation, commercial awareness 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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