Head of Client Propositions
HSBC Group
Hong Kong, China


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Global Asset Management, the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds.

Global Asset Management fulfills its purpose of connecting HSBC’s clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight.

We are currently seeking a high caliber professional to join our team as Head of Client Propositions, Wholesale . Principal responsibilities

  • The role reports to Regional Head of Client Propositions, Asia Pacific and leads the Client Propositions team in Asset Management Hong Kong focusing on wholesale segment
  • The role takes full ownership and accountability of the Client Propositions function for the Wholesale segment in Hong Kong and China markets with close collaboration with local Chief Executive Officer, sales heads and other senior members.
  • Delivery of investment marketing and communication materials to the wholesale client segment in Hong Kong and China, including Retail Banking and Wealth Management, Commercial Banking, Global Private Banking and external wholesale distributors
  • Support production of full suite of product and investment communications materials by working closely with cross border Client Propositions teams and adhering to global standard and process to meet the needs of local sales and clients
  • Build strong relationship with other group businesses for effective collaboration on marketing activities to the bank’s key clients
  • Drive the development of digital initiatives and other innovations to bring maximum values to the business in terms of client communications and total experience
  • The role holder will also be accountable for operational management of the Client Propositions function in Hong Kong, including the budget, vendor relationships and, act as a main contact point for representatives of the shared services to the Client Propositions function
  • Ensure adherence with production processes, coordinate relevant local and international approvals and maintain the integrity of any local or regional audit requirements.
  • Requirements

  • A University graduate in the area of business, economics or finance, Masters of Business Administration preferred, with good understanding of the financial and investment markets in Hong Kong and China
  • Solid years of marketing experience in global asset management companies, ideally with solid experience in major fund houses
  • Strong project management and senior stakeholder management skills
  • Good understanding of investment philosophy and process, investment products and financial markets and the ability to apply this effectively to client materials
  • Well rounded marketing skill across broad marketing mix.
  • Hands on experience in driving digital strategy in major financial organisation
  • Strong leadership skills with experience in team management
  • Ability to work with teams with diverse background and culture
  • Good interpersonal and collaboration skill. Ability to work with senior stakeholders, portfolio managers, sales and business heads
  • Excellent communication and language skills, English, Cantonese and Mandarin written and oral
  • Excellent PowerPoint, Excel and Word skills
  • You’ll achieve more when you join HSBC. Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

    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.

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