Insights Lab Specialist, Investments and Wealth Solutions

4 days ago

Singapore HSBC Full time
Job description

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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high calibre professional to join our team as an Insights Lab Specialist, Investments and Wealth Solutions - Global Private Banking.

Principal Responsibilities
  • Reporting to the Regional Head of Insights Lab, the role holder will play an important role in defining and delivering our strategy of being the no. 1 Wealth Management franchise in Asia Pacific
  • Insights Lab delivers the best of IWS to Clients digitally, driving engagement via 5 pillars: Product, Content, Journey, People and Analytics; with particular relevance to Single Advisors Model and HNW $2-10mm sub segment
  • Product: Lead offering, focus on products with lower minimums, ease of diversification and point of sales process
  • Content: Digital, bite sized and actionable investment content for clients and staff consumption
  • Journey: Completion of advisory journey on digital, from Investment Insights to Point of Sales
  • People: Advisors development. Product knowledge and omnichannel management
  • Analytics: Driving sales effectiveness by sales leads management, insights on client books and behaviour
Key responsibilities of the role
  • Support Insights Lab Strategists on Investment Insights / Investment Cases content creation, management and delivery to clients and GPB colleagues
  • Support IWS on Analytics, relating to GPB book screening and GPB Sales Leads orchestration
The role holder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation. They will adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes/procedures.

They will also be expected to consistently display the behaviours that form part of the HSBC Values and culture and adhere to HSBC risk policies.

Requirements
  • Be passionate on leading investment dialogue with a broad internal and external audience
  • Be familiar with wealth management client journey, advisory / point-of-sales process
  • Be exceptionally good writer of concise, actionable investment related content, effectively an “investment tweeter” to a target audience
  • Be a team player, to develop strong partnership with IWS CIO, Product Desks, Relationship Managers and Investment Counsellors to drive business outcome. Win as a team
  • Be digitally literate, and amiably influential. Be positively engaging, filled with curiosity. Be able to tell a complex idea in simple words in an elevator pitch
  • Be expected to have experience in either investment strategist, client advisor, or product specialist roles with client exposures, in wealth management industry or in financial institution
  • Have a bachelor’s degree or an equivalent qualification. CFA would be an advantage
  • Experience dealing with outsourced support functions would be an advantage
  • Experience with Adobe Experience Manager would be an advantage
To be considered for this role, the relevant rights to work in Singapore is required.

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

You’ll achieve more when you join HSBC.
www.hsbc.com/careers

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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