Manager Investment Business Enablement

HSBC; Jakarta Pusat; On-site; IDR 300,000,000 - 540,000,000; Full time

Job summary

HSBC is seeking an Investment Product Manager in International Wealth and Premier Banking (IWPB) in Jakarta to bridge the Investment Product team with Branch/Relationship Manager networks, ensuring clear product positioning and execution priorities across markets.

You will design investment sales strategies, develop RM enablement materials, coordinate product launches, translate market views into client-ready narratives, monitor performance, and work with senior stakeholders to drive compliant,

Qualifications

• Strong and broad Wealth Management business sense with solid knowledge of investment products.
• Proven experience as an Investment Product Manager / Investment Product Support (mandatory).
• Strong analytical capability with high attention to detail.
• Confident communication skills (verbal and written) and stakeholder management.
• Strong presentation skills, including the ability to tell a clear story with data.
• MS Excel and MS PowerPoint — must-have
• Able to use basic Excel formulas — must-have
• English fluency (spoken and written), minimum B1 level.
• Basic banking risk management knowledge.
• Certifications such as CFA, CFP, CSA (or equivalent) are beneficial.

Responsibilities

• Bridge between Investment Product team and RM network to align product positioning, target segments, and execution priorities.
• Design and execute investment sales strategies, campaigns, and tactical programs aligned with targets and market conditions.
• Develop and deliver RM enablement initiatives including sales toolkits, pitch decks, talking points, case studies, and practical selling guides.
• Ensure timely product delivery across branches by coordinating readiness prior to launches and campaigns.
• Translate market views and product features into client-friendly narratives and actionable sales messages for different segments.
• Monitor investment sales performance, penetration, and campaign effectiveness; identify gaps and opportunities.
• Work with Network Heads, Sales Managers, Branch Managers, and Product Specialists to align priorities and drive messaging.
• Design programs to activate New to Wealth customers and under-penetrated segments.
• Gather feedback from RMs and branches to translate insights into product improvements.
• Ensure all programs comply with internal policies, regulatory requirements, and suitability standards.

Skills

Investment products

Wealth management

Stakeholder management

Analytical skills

Excel formulas

English fluency

Presentation skills

Tools

MS Excel

MS PowerPoint

Job description

Some careers shine brighter than others.

If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

Responsibilities:

• Bridge Between Product and Network Act as the primary liaison between the Investment Product team and Branch / Relationship Manager (RM) network to ensure clear understanding of product positioning, target segments, and execution priorities.
• Sales Strategy & Program Design Design and execute investment sales strategies, campaigns, and tactical programs (e.g. thematic funds, bond focus, FX ideas, structured product pushes) aligned with business targets and market conditions.
• RM Enablement & Capability Building Develop and deliver RM enablement initiatives including sales toolkits, pitch decks, talking points, case studies, and practical selling guides to improve investment product penetration and conversion.
• Product Delivery & Execution Governance Ensure timely and effective product delivery across branches by coordinating readiness (training, materials, system setup, FAQs) prior to product launches and campaigns.
• Market & Client Insight Translation Translate market views, investment outlooks, and product features into client-friendly narratives and actionable sales messages suitable for different customer segments.
• Sales Performance Monitoring & Analytics Monitor investment sales performance, penetration, and campaign effectiveness; identify gaps, bottlenecks, and opportunities, and recommend corrective actions to management and network teams.
• Stakeholder Management & Alignment Work closely with Network Heads, Sales Managers, Branch Managers, and Product Specialists to align priorities, resolve execution issues, and drive consistent investment messaging.
• New-to-Wealth & Activation Programs Design targeted programs to activate “New to Wealth” customers and under-penetrated segments through simplified product offerings, starter portfolios, and structured engagement journeys.
• Feedback Loop & Continuous Improvement Gather feedback from RMs and branches on product usability, client objections, and sales challenges, and translate insights into improvements in product positioning, tools, and programs.
• Governance, Risk & Compliance Support Ensure all sales programs, materials, and execution comply with internal policies, regulatory requirements, and suitability standards while maintaining commercial effectiveness.

To be successful in this role, you should meet the following requirements:

• Strong and broad Wealth Management business sense, with solid knowledge of investment products.
• Proven experience as anInvestment Product Manager / Investment Product Support(or closely similar role) —mandatory.
• Strong analytical capability with high attention to detail.
• Confident communication skills (verbal and written) and stakeholder management.
• Strong presentation skills, including the ability to tell a clear story with data.
• Comfortable working under pressure and meeting tight deadlines.
• Willingness to go the extra mile to deliver outcomes.
• MS Excel and MS PowerPoint — must-have
• Able to use basic Excel formulas — must-have
• English fluency (spoken and written),minimum B1 level.
• Basic bankingRisk Managementknowledge.
• Certifications such asCFA, CFP, CSA(or equivalent) are beneficial.

You’ll achieve more at HSBC

HSBC is committed to building a culture where all employees are valued, respected and every opinion counts. We take pride in providing a workplace that fosters professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. We want everyone to achieve their potential with equality regardless of gender, ethnicity, disability, religion, age, or any other trait protected by applicable law. If you need any support or have any access requirements, we encourage you to inform us through email at [e-mail] at the time of your application, so that we can support you through your recruitment journey.