Senior Manager Global Retail Wealth Advice

GCB 4

We are currently seeking a high calibre professional to join our team as a Senior Manager Global Retail Wealth Advice.

In this role you will:

• Market Intelligence: Identify and understand customer needs, market opportunities and threats together with your global and local counterparts, commissioning, analyzing and drawing conclusion from research undertaken.
• Advisory Framework: Work closely with our global and country products and advisory teams to upgrade portfolio construction standards, product selection logic, and review cadences aligned to customer goals and risk profiles. 
• Products: Work with global and local product and proposition teams to ensure out product shelf meets client needs with a portfolio approach.
• Tooling & Content: Partner with our tech teams to develop portfolio advisory tools covering model portfolios and insurance products. Support the content development of and positioning of collateral for RMs and digital channels.
• Strategy & Planning: Build strategic roadmap, business cases and delivery plan to deliver a sustainably differentiating proposition. Monitor market trends and developments applicable to wealth. Work with our transformation teams to secure plan delivery and benefit realization.
• Suitability & Governance: Ensure advisory processes meet risk, regulatory and suitability requirements globally and across markets. Work closely with our risk teams when upgrading our advisory framework to align with risk appetite of the bank. 
• Hybrid Journeys: Design advisory experiences that are simple, fast and powerful through natural interaction to encourage deeper customer intimacy. Integrate portfolio approach to financial planning and product journeys so it can be offered natively to all customer across branch, call centers and self-service channels.
• Commercialization: Work closely with markets to support execution, adoption and measurable impact of portfolio based advisory solutions across Asia/Middle East and beyond. Own MI harvesting and insight distribution including regular reporting and updating to senior management.
• Leadership: Mentor market teams, fostering a culture of customer-centric advisory. Inspire adoption by building excitement across the bank through engaging initiatives.
• Contribute to building a high-performing global team, fostering a collaborative work environment and promoting knowledge sharing and experimentation.
• Work with key stakeholders across global, regional, and market teams to enhance business and client outcomes.

To be successful you will need:

• Broad understanding of wealth management business, with in-depth knowledge of issues impacting sales and advisory to retail segment and Premier (Mass Affluent) in particular
• Deep expertise in asset allocation, portfolio risk management and wealth products (investment and insurance)
• Proven track-record of building customer facing digital wealth solutions from design to adoption at scale across multiple markets
• Strong leadership, interpersonal, and communication skills with the ability to influence senior teams and interact at all levels of the organization
• Deep understanding of sales principles and practical implications of psychology in finance
• Excited by ambitious transformation agenda and sense of ownership to see it through
• Creative mind coupled with strong numerical and analytical skills to drive structured approach
• Data-driven mindset with ability to build strong stories and personalize advisory recommendations

Opening up a world of opportunity

http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

https://www.youtube.com/embed/QmZ7Un5gR8c?si=LCa6slfBqlUlxUE-