Advisory Product Specialist

HSBC; Hong Kong Island; Vor Ort; HKD 600.000 - 800.000; Vollzeit

Zusammenfassung

HSBC is seeking an Advisory Product Specialist to support Investment Insights publications, drive client engagement with digital channels, and lead end-to-end delivery of content commercialization. The role demands strong investment content writing, stakeholder collaboration, and robust project management within a risk-aware, compliant environment.

The candidate should hold a bachelor’s degree (CFA a plus) and have experience in wealth management or a financial institution, with a proven ability

Qualifikationen

• Experience creating investment-related content for professional audiences.
• Strong project management and delivery skills across cross-functional teams.
• Ability to map stakeholders and align priorities with clear communication.

Aufgaben

• Support Insights Lab on Investment Insights publications: creation, management and delivery.
• Drive client adoption of Investment Insights digital engagement channels.
• Lead end-to-end project delivery to commercialize content.
• Own stakeholder management and clear communication of priorities.
• Adhere to internal controls and comply with risk policies and procedures.

Kenntnisse

Investment content writing

Project management

Stakeholder management

Team collaboration

Regulatory understanding

Ausbildung

Bachelor’s degree or equivalent

CFA would be an advantage

Jobbeschreibung

We are currently seeking a high calibre professional to join our team as Advisory Product Specialist

In this role you will:

• Support Insights Lab on Investment Insights digital publications creation, management and delivery to clients and colleagues.
• Drive clients adoption of Investment Insights related digital engagement channels
• Lead end-to-end project delivery, driving outcomes on content commercialization.
• Own stakeholder management: map influence/interest, align priorities, and deliver crisp communications.
• 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.

To be successful you will need:

• Be passionate on an investment dialogue with a broad internal and external audience.
• Be exceptionally good writer of concise, actionable investment related content, effectively an “investment tweeter” to a target audience. (English written fluency is a must, Chinese is an advantage).
• Be a team player, to develop strong partnership with WPS CIO, Product Desks, Relationship Managers and Investment Counsellors to drive business outcome. Win as a team.
• Be familiar with operation and/or risk and control procedures. Strong experience in project management preferred.
• Be with good understanding of industry codes and regulation. Past working experience in risk or compliance is an advantage.
• Be expected to have experience in wealth management industry or in a financial institution.
• Have a bachelor’s degree or an equivalent qualification. CFA would be an advantage.
• Experience in working with offshore team would be an advantage.