Insight Activation and Best Practice Specialist - Retail Banking and Wealth Management
HSBC Group
Hong Kong, China


Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

Retail Banking and Wealth Management serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures.

It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-

centric propositions and innovative and efficient distribution channels.

We are currently seeking a high caliber professional to join our team as Insight Activation and Best Practice Specialist .

Principal responsibilities

Bring together cross functional areas of the business to deliver global initiatives

Identify new market specific or global initiatives through reviewing HSBC data, customer data and external market data

Work in market clusters with the Outcomes Management team and metrics team to test and validate new initiatives to drive the key metrics

Enable these new or already established initiatives through bringing together digital and non digital parts of the business to collectively drive change

Enable delivery of plan within agreed timescales or milestones with the local business teams using a range of influencing skills

Track and capture results to feed into future discovery creating best in class ways of working to drive global metrics

Develop partnerships with internal stakeholders and external sources of potential insight

Become a Champion for change to inspire stakeholders, anticipating their future needs and facilitating a structure to deliver solutions

Model HSBC's values and behaviours

Work collaboratively with global and local functional groups as required to identify and catalyse cross functional digital initiatives

Provide upward and horizontal stakeholder management to ensure Retail Banking and Wealth Management objectives are met

Understand how to effectively bring together different parts of the business to drive opportunities

Proactively investigate, test and communicate new ideas or opportunities to markets

Be a self starter, with plenty of drive and enthusiasm

Personally ensure that any global or local opportunity is executed through cross functional enablement, with a positive effect of the digital metric Key Performance Indicators

Establish excellent working relationship with digital teams and the wider content requestors community across the business

Identifying key risks, issues and interdependencies and providing appropriate mitigation strategies or escalating as appropriate

Supporting audit or independent programme assessments as required

Adhere strictly to compliance and operational risk controls in accordance with Company and regulatory standards, policies and practices, report control weaknesses, compliance breaches and operational loss events

Evolve and contribute to teams operational processes to ensure best operational practices are identified and scaled practices


Proven consultant mind set and significant experience of identifying and enabling strategic, customer and commercial outcomes across a digital organisation

Have a background rooted in digital expertise, data and customer centricity

Extensive experience of entrepreneurial thinking resulting in tangible improvements to Key Performance Indicators

Have the ability to manage stakeholders both vertically and horizontally, with strong credibility

Strong communication skills, including the ability to explain complex initiatives in universally understood language

Be highly skilled at collaboration and influencing, high Emotional Quotient as well as Intelligence Quotient

Be comfortable with fluidity, ambiguity and change

Creative problem solver

Respectful of different cultures, working with colleagues from across key continents North America, Latin America, Middle East, Asia Pacific and Europe.

Have a proven ability to understand complex data, identify key trends and business opportunities, putting forward hypotheses to be tested and delivering recommendations

Have a strong Commercial and business focus, ability to critique and recommend initiatives to drive metrics for the business

Strong negotiation and relationship management skills to satisfy a wide range of internal and external customers with conflicting priorities

Highly developed communication skills, both written and verbal, to explain complex or technical issues in simple terminology

Innovative with the ability to approach things differently or do different things to deliver goals.

Curious with the appetite to constantly research and investigate the best practices from the wider industry

You’ll achieve more when you join HSBC.

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.


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