Manager, Wealth Commercialization

HSBC Holdings plc; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

HSBC Holdings plc in Hong Kong seeks a Manager, Wealth Commercialization to drive wealth commercialization, cross-selling and growth strategies. You will create and execute initiatives to acquire new-to-wealth clients and deepen revenue through wealth products, collaborating with Product, Distribution, Marketing and Data Analytics to align initiatives and expand the wealth customer base.

You will also support strategic programs like CIES, WMC and WEF, liaise with Group GPB & Premier, Retail

Qualifications

• Bachelor Degree with business studies related discipline is preferred.
• Proven experience in Retail Banking, Wealth and Insurance product management is desirable.

Responsibilities

• Drive wealth commercialization, cross-selling and wealth business growth strategies.
• Create and execute wealth commercialization initiatives to drive new-to-wealth and revenue growth.
• Support Wealth Scrum to foster cross-team collaboration across Product, Distribution, Marketing and Data Analytics.
• Support strategic initiatives such as CIES, WMC and WEF and liaise with key stakeholders to implement initiatives.

Skills

Wealth management

Cross-selling

Leadership

Stakeholder management

Education

Bachelor degree in business-related discipline

Job description

We are currently seeking a high calibre professional to join our team as a Manager, Wealth Commercialization.

In this role you will:

• Report to Head of Wealth Commercialization and Wealth Lending, Wealth and Premier Solutions, Hong Kong and responsible for driving wealth commercialization, cross-selling and wealth business growth strategies
• Create and execute different wealth commercialization initiatives to drive new-to-wealth, key wealth products commercialization plan, wealth cross-selling initiatives and revenue growth
• Support the running of Wealth Scrum to drive cross-team collaborations and strategic alignment with Products, Distribution, Marketing, Propositions and Data Analytics to grow wealth customer base (broad-basing) and drive product cross-selling (deepening) effectively.
• Support strategic initiatives such as CIES, WMC and WEF.
• Liaise with key stakeholders including Group GPB & Premier, Retail Distribution, Product teams, Marketing, Data Analytics Transformation, Compliance and Legal, etc. to facilitate development and implementation of initiatives and projects
• Ensure full compliance with all Group Standards, regulatory requirements, and risk management frameworks
• Inspire, develop and lead a diverse team of professionals, fostering a high-performing and values-driven culture. Champion talent development to ensure long-term organizational capability.

To be successful you will need:

• Bachelor Degree with business studies related discipline is preferred
• Proven experience preferably in Retail Banking, Wealth and Insurance product management, well understanding on the wealth products, sales and/or marketing
• Understanding of Hong Kong’s retail and wealth management markets, customer dynamics and competitive landscape
• Strong analytical skills and project management skills in developing and implementing initiatives and ability in timely and effective problem solving
• Excellent interpersonal, leadership, communication, presentation skills in both written and spoken English and Chinese