Investment Advisor

5 days ago

Singapore THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED Full time

**Principal Responsibilities
Insights Lab Strategist, Investments and Wealth Solutions, Hong Kong / Singapore, Global Private Banking & Wealth (GCB4)

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.

IWS Insights Lab is a new team that will enable IWS to support the Private Bank scale ambition and Wealth Model Transformation in the Hong Kong and Singapore booking centers. The team will:

- Define the Lead Offerings for the USD2m-10m clients, working with frontline, CIO and Product desks;
- Develop the future state client journeys for delivering solutions to those clients, including the advisory proposition, investment content distribution, point of sales, order capture and execution, post-sales servicing and life cycle management;
- Orchestrating, packaging and delivering active advisory insights and ideas to frontline and clients at scale;
- Drive the use of data and analytics to enhance engagement with clients directly and through frontline;
- Support frontline on ongoing investment solutions training.

**Key responsibilities of the role**
- Define and support the IWS Lead Offerings aforementioned.
- Execute investment content creation and distribution strategy, following IWS CIO house views and Product Solutions desks fulfilments.
- Orchestrate IWS CIO and Product Solutions desks in packaging content in digital friendly way for distribution
- Take leadership on defining technology leads and priorities for the full client journey of target segment
- Support target client base in terms of enriching client journey, driving client engagement, and developing insights over client behaviour.
- Leverage on portfolio insights and client insights to drive business development of target client base.
- Develop infrastructure and governance on ongoing investment product solution training needs for frontline

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 and procedures.

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