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Assistant Client Engagement Manager, Pensions - HSBC Global Asset Management
Assistant Client Engagement Manager, Pensions - HSBC Global Asset Management
发布于 1 天前普通员工/个人贡献者
Kowloon City, Kowloon, Hong Kong
中级经验
全职员工
混合式弹性办公
学历未注明
客户服务与支持
Client Engagement
Market Research
Onboarding
Pensions
Relationship Management
Sales
AI 估算 · 35k–55k
Based on financial industry client management role and Hong Kong market standards.
职位详情
关于这个职位
This role involves managing client engagement for pensions products, focusing on lead generation, client onboarding, and relationship management to ensure seamless customer experience and support sales enablement.
最低要求
Exceptional communication and negotiation skills with a strong customer-centric approach.
Ability to analyze performance data and generate actionable insights.
Empathetic and approachable, able to build trust with intermediaries.
Self-motivated with a strong sense of accountability and professionalism.
工作职责
Identify, qualify and convert leads for Pensions products.
Build and manage a healthy pipeline via face-to-face activity referral, events and collaborating business partnerships.
Develop a long-term relationship with client, employers, employee member to delivery a seamless customer experience.
To reducing of rejection rate, uplifting and improving customer experience, to accomplish KPIs as a result to meeting the department business goals.
Development of leads generation programs to enhance sales effectiveness across channels.
Assist in coordinating the MPF onboarding process for new Pensions Client , ensuring a smooth and efficient transition.
Training Support the onboarding team by conducting introductory sessions or meeting with new clients to explain processes, answer questions and provide guidance on utilizing available resource.
Prepare onboarding documentation and material , ensuring all necessary information is accurately conveyed to a new client.
Develop and implement a comprehensive client MPF onboarding strategy for pensions client, ensuring a smooth and efficient transition into the organization.
Organize onboarding processes for new intermediaries and conduct ongoing training sessions to promote product knowledge.
This role will support Pensions on ad hoc project.
Monitor intermediary performance and satisfaction metrics, analyzing feedback to drive improvements in service delivery.
Collaborate with the Team Lead to implement initiatives that enhance the overall Customer experience.
To support Pensions sales management including planning and analysis on portfolio, quality of new business and overall control on MI reports.
Planning and reporting on sales initiatives / projects, in particular for digital channels. Review/tracking the effectiveness through activity level and conversion rate analysis.
Conduct market research to identify trends and opportunities that could inform strategic decisions related to intermediary development.
Stay informed of industry developments to proactively engage with intermediaries on emerging needs and preferences.
To identify patterns, trends, and insights from data, translating them into actionable strategies, and guiding business decisions based on data-driven insights.
AI 洞察
优缺点分析
优点
- Work with a globally recognized financial institution, HSBC, with strong brand reputation.
- Hybrid work model offers flexibility and work-life balance.
- Role provides exposure to pensions industry, an essential and growing sector.
- Opportunity to develop skills in client management, sales, and data analysis.
- High-pressure targets and KPIs related to lead conversion and client satisfaction.
- Requires managing multiple stakeholders including clients, intermediaries, and internal teams.
- Market competition and regulatory changes in pensions may impact strategies.
- This role is suitable for professionals with strong interpersonal skills and a knack for relationship building, who thrive in a target-driven environment and are interested in the financial services sector.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to Client Engagement Manager or Senior Manager within pensions division.
- Transition to broader asset management roles such as Relationship Management or Business Development.
- Opportunity to lead teams or specialize in strategic planning and sales enablement.
- Generate and convert leads for pensions products through referrals, events, and partnerships.
- Manage client onboarding processes, ensuring smooth transitions and providing training support.
- Monitor intermediary performance and satisfaction, using data to drive improvements.
- Conduct market research to identify trends and inform strategic decisions.
- Strong communication and negotiation skills with a customer-centric approach.
- Ability to analyze performance data and generate actionable insights.
- Empathy and approachability to build trust with intermediaries.
- Self-motivation and accountability to manage multiple tasks.
申请策略
- Research HSBC's asset management division and its pensions offerings to align your application.
- Tailor your cover letter to demonstrate understanding of client engagement and sales enablement.
- Emphasize experience in client relationship management, lead generation, and sales support.
- Highlight analytical skills with examples of using data to drive decisions.
- Showcase any experience in pensions, MPF, or financial products.
- Include achievements in improving customer satisfaction or reducing rejection rates.
- Familiarize yourself with MPF and pensions regulations in Hong Kong.
- Enhance data analysis skills using tools like Excel or CRM systems.
面试指南
- Use the STAR method (Situation, Task, Action, Result) to structure behavioral answers.
- Combine quantitative results with qualitative impact when discussing data analysis.
- Show empathy and customer-centric thinking in client-related scenarios.
- How would you generate leads for pensions products?
- Describe a time you improved a client's onboarding experience.
- How do you analyze performance data to drive improvements?
- How do you handle rejection from clients or intermediaries?
- What do you know about Hong Kong's MPF system?
职位点评
65
综合评分
Hybrid role in stable financial services, decent growth potential, average pay transparency, limited social impact.
更适合这类人
This role is best suited for candidates who value work-life balance and career development in a stable industry, with moderate focus on compensation and social purpose.
表现最好
工作生活
相对薄弱
使命价值
薪资福利60
成长发展70
工作生活75
使命价值55
薪资福利
60中等
The compensation is competitive for the role, but not explicitly disclosed; benefits like flexible working are mentioned but not extensive.
薪资信号未披露（AI估算：35K-55K/月）
福利待遇flexible working
成长发展
70中等
The role offers growth in client management and sales skills, with opportunities to develop analytical capabilities, but formal training or promotion path is not clearly outlined.
技术前沿传统/成熟技术
技术栈CRM、Data Analysis、Digital Channels
成长机会Opportunities to grow within an inclusive and diverse environment
业务类型profit_center
工作生活
75中等
Hybrid work model and flexible working provide good work-life balance, but office location in Kowloon City is not in core central district.
工作模式混合式弹性办公
办公地点未明确
加班情况未提及（无法判断）
工作生活平衡flexible working
使命价值
55较低
The pensions industry provides meaningful value to clients' retirement planning, but the role is commercially focused on sales and conversions, limiting direct social impact.
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, respected and opinions count
创新程度稳健跟随主流
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