Senior Specialist, Investment Linked Product and

**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 Life in Singapore is the combination of AXA Singapore and HSBC Insurance. Here you can specialise in Insurance but enjoy the advantages that come with being part of a leading global international bank.

Insurance is about people, and the promises they make. At HSBC Life in Singapore we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region. Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our combined team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.

Together we will pursue efficient ways of working. We will harness the latest data and technology solutions to achieve meaningful outcomes for our clients. And the protection we offer will create broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.

We are currently seeking a high calibre professional to join our team as a **Senior Specialist, Investment Linked Product and Wealth Management.**

**Principal Responsibilities**
- Fund selection, monitoring, de-selection
- Supporting Manager - Wealth Management to liaise with fund managers and maintaining close contact with industry and regulatory parties.
- Collate, track and analyse information relating to investment funds, their performance, market commentaries and providing distribution channels with timely funds-related information.
- Track, obtain and analyse competitors’ funds, marketing and promotional activities
- Assist Manager
- Wealth Management to negotiate with Fund Management Companies (FMC) on agreements and marketing support
- Liaise and work with internal departments and FMC’s legal, compliance and operations on fund launches and initiatives, providing technical/operational support and inputs.
- Annual Reports/semi
- Annual reports/fund fact sheets/fund information booklet/prospectus/product highlight sheet
- Annual/semi-annual report for ILP sub-funds
- Request and collate underlying funds’ information from fund managers and Finance
- Work with Compliance and auditor on reporting timeline and clarifications
- Liaise with internal stakeholders like Operation Support, Digital Team for customer communications, and external vendor for the report formatting and printing
- Proof-read the annual report/semi-annual report
- Fund fact sheet for ILP sub-funds
- Liaise with fund managers for timely submission of information required for monthly fund fact sheet production
- Extract and consolidate relevant data for vendor to input to fact sheet template
- Verify accuracy of information produced by fact sheet vendor
- Liaise with Digital Teams and vendor for upload of fact sheets to website
- Fund Information Booklet/Fund Summary/Product Highlights Sheet for ILP sub-fund
- Updating the fund documents for new fund inclusion or as and when there are changes to the ILP sub-fund or underlying fund changes. To be updated at least once a year
- Work with Compliance for the documents’ review
- Liaise with Implementation Team for upload to systems
- Notification to policyholders of ILP sub-fund for matters related to funds’ corporate actions
- Generate policyholders’ personal particulars
- Liaise with Operation Support to prepare, print and scan the notification letter and FAQ
- Send notification letter and FAQ to Compliance for clearance
- Train Customer Service on answering customers’ queries
- Ops/legal/compliance issues related to funds/Fund Management Companies
- Support Manager - Wealth Management to set up procedures and guidelines for both internal and Fund Management Companies’ operations/legal/compliance, for example pricing errors
- Assist Manager - Wealth Management to deal with internal operations/legal/compliance and Fund Management Companies’ operations/legal/compliance for any on-going or ad-hoc issues
- MAS and CPFB
- Assist Manager - Wealth Management to collate information for filing to MAS and CPFB for new fund launches, corporate actions and NAV pricing errors
- Liaise with IT Dept. for the extraction of data for MAS/CPFB’s regular reports and ah-hoc requests
- Assist Manager - Wealth Management to prepare regular reports for Morningstar (CPFB’s fund evaluation agent)

Requirements

**Requirements**:

- Diploma in Business/Finance related areas (preferred)
- 2 years of experience in Investment & Wealth management
- Experience in managing large & small product development projects
-