汇丰
Senior Wealth Product Strategy and Proposition Manager
Senior Wealth Product Strategy and Proposition Manager
发布于 大约 2 个月前中层管理(经理/总监)
Central, Hong Kong Island, Hong Kong
高级经验
全职员工
混合式弹性办公
本科
产品管理
Machine Learning
Analytics
Big Data
Stakeholder Management
Sales Support
Customer Insights
Wealth Investment Products
AI 估算 · 60k–100k
Based on 10+ years experience, senior product strategy role at a global bank in Hong Kong, competitive compensation expected.
职位详情
关于这个职位
We are seeking a senior professional to lead wealth product strategy and proposition for HSBC's affluent segments. The role involves managing the investment product shelf, driving commercialization, and collaborating with multiple teams to grow the wealth business. This is a strategic, cross-functional position requiring deep knowledge of wealth products and strong stakeholder management skills.
最低要求
years + of experience within product, investment specialist and/or wealth sales roles
Strong planning, analytical, communications, decision-making, lateral thinking, influencing, interpersonal and project management skills
Understanding of wealth investment products, as well as the businesses and the regulations impacting them
Familiarity with wealth product development as well as design thinking
Proven track record in business development and initiatives delivery
Ability to work in a team-oriented environment and effectively influence and communicate across various business lines at senior levels within the organization
Knowledge of the organization and its products, processes and pertinent regulations affecting their delivery
Strong knowledge of the customer service concept and its impact on customer relationships
Bachelor’s degree required.
Proficient with MS Office
Culturally sensitive and understanding of local customer needs
Highly effective communicator with excellent interpersonal skills
High level of energy and enthusiasm
Able to operate effectively in a complex environment
Able to influence, engage and lead in a positive, inspiring manner
工作职责
Ensure that the investment wealth product shelf is competitive, fit for purpose and aligned to the latest market outlook, collaborating with the CIO teams, product owners and manufacturers to continually update our product shelf with innovative solutions
Drive commercialization of our curated investment wealth product shelf by delivering sales support (including sales scripts and kits)
Support wealth customer growth via collaboration with customer proposition, segment offerings and branding teams
Support competitive analysis and customer insights work for the Affluent, Premier and Premier Elite segments
Work with the Sales Performance and Effectiveness, as well as Premier & Wealth Distribution teams to identify and implement initiatives to deliver wealth business growth targets among the Emerging Affluent, Premier and Premier Elite segments
Support the Wealth Sales Process & Journey team and the Wealth Platform team in defining the wealth journeys of different target customers taking into consideration their different needs and preferences
Thorough understanding of the target customers via enhanced analytics (e.g. Big Data and Machine Leaning)
Work with Marketing to on marketing programmes development and implementation
优先资格
Advance degree (MBA or equivalent) a plus
Prior experience working in more than one market advantageous
AI 洞察
优缺点分析
优点
- Leading global bank with strong brand and resources.
- Exposure to high-net-worth segments and innovative wealth solutions.
- Hybrid working model and commitment to professional development.
- Strategic role with cross-functional impact.
- Requires balancing multiple stakeholders and competing priorities.
- Fast-paced environment with complex regulatory landscape.
- Must stay updated on market trends and product innovations.
- Experienced product managers or investment specialists seeking a strategic role in wealth management at a top-tier bank.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to Head of Wealth Product Strategy or broader leadership roles in wealth management.
- Opportunity to move into regional or global product management positions.
- Develop expertise in affluent customer segments and digital wealth platforms.
- Manage the wealth product shelf to ensure competitiveness and alignment with market outlook, collaborating with CIO teams and product owners.
- Drive commercialization through sales support materials like scripts and kits.
- Support customer growth and competitive analysis for affluent segments (Premier, Premier Elite).
- Work with sales, marketing, and platform teams to define wealth journeys and implement growth initiatives.
- Deep knowledge of wealth investment products and relevant regulations.
- Strong analytical, communication, and project management skills.
- Experience in product development, design thinking, and business development.
- Ability to influence stakeholders and work in a complex, team-oriented environment.
申请策略
- Research HSBC's wealth strategy and recent product launches.
- Prepare examples of leading cross-functional initiatives with measurable outcomes.
- Emphasize 10+ years in product, investment specialist, or wealth sales roles.
- Showcase achievements in business development and initiative delivery.
- Highlight experience with affluent segments and cross-market exposure.
- Mention familiarity with design thinking and data analytics.
- Enhance knowledge of big data and machine learning applications in wealth management.
- Deepen understanding of regulatory changes affecting wealth products.
面试指南
- Use the STAR method: Situation, Task, Action, Result to structure responses.
- Demonstrate strategic thinking by linking actions to business outcomes.
- Show collaboration and leadership by highlighting cross-team coordination.
- How would you ensure our wealth product shelf remains competitive in the current market?
- Describe a time you drove commercialization of a financial product.
- How do you approach balancing customer needs with regulatory requirements?
- Tell us about a project where you used data analytics to improve customer insights.
- How would you influence senior stakeholders to adopt a new product strategy?
职位点评
69
综合评分
Senior wealth product role at HSBC, competitive pay, hybrid work, good growth but limited social impact.
更适合这类人
This role is best for someone motivated by compensation and career development in a stable, prestigious banking environment.
表现最好
薪资福利
相对薄弱
使命价值
薪资福利80
成长发展75
工作生活70
使命价值50
薪资福利
80较高
Compensation at HSBC is competitive for senior roles in Hong Kong, though exact salary is not disclosed. Benefits include flexible working and professional development opportunities.
薪资信号面议 (60K-100K/月)
福利待遇flexible working、continuous professional development
成长发展
75中等
The role offers significant growth through exposure to wealth product strategy, analytics, and cross-functional collaboration, but promotion is not explicitly mentioned.
技术前沿非技术岗（不适用）
技术栈big data、machine learning
成长机会continuous professional development、opportunities to grow
业务类型profit_center
工作生活
70中等
Hybrid working model offers flexibility, but Hong Kong's fast-paced finance environment may involve some pressure. Office location likely in Central, a core business district.
工作模式混合式弹性办公
办公地点市区核心地段
加班情况未提及（无法判断）
工作生活平衡flexible working
使命价值
50较低
Wealth management serves affluent clients; social impact is neutral. The role is in a stable industry but not mission-driven.
行业发展稳定成熟行业
社会影响中性/一般
使命信号building a culture where all employees are valued
创新程度积极采用新技术
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