Product Specialist, GPB China - Shanghai, 中国 - HSBC

描述

Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.

We are currently seeking an experienced professional to join our team.

In this role, you will:

1. Taking the lead for Private Product development

Facilitate end-to-end product life cycle management to ensure customer-centric products to be offered to customers and ensure the process fulfill regulatory requirements and Group policy

Analyze industry trend, competitor analysis to identify opportunities and threats for product development

Support private product roadmap, product line expansion, digital marketing, pricing, value proposition, segmentation, investment advisory, customer service

Launch new products from new partnership development, business term negotiation, customer needs assessment, new product onboarding, sales training to after-sales service

2. Initiative Development

Identify key business drivers and brainstorm for investment product initiatives,

Collaborate with internal and external stakeholders one-stop solution by leveraging resources from HSBC Group

3. Project Management

Work independently and lead as team player to develop digital platform

Enhance customer journey to offer friction-free customer journey

Process enhancement across manned and digital channel to build up a user- friendly platform/user interface for customers

Lead system projects from planning to execution - user requirement, UAT testing, production testing, customer & frontline communication, commercialization plan

4. Data Analysis & Insight

Monitor customer portfolio to identify risks or opportunities for sustainable business growth

Identify customer behavior and equip frontline with the tools to deepen the long-term customer relationship

Explore business opportunities by deep diving into the data across quantitative and qualitative views

5. Risk Control

Ensure business risk is properly assessed and fully executed when developing the business growth plan. Demonstrate disciplined risk awareness when identifying new business opportunities

To be successful in the role, you should meet the following requirements:

•University or above graduated

•At least 10 ears' experience in banking industry with at least 8 years' experience in investment products

•Experience in establishing a business and coordinating resources

•Ambition to grow business with the team, including external and internal stakeholders

•Good English and Mandarin communication, MS Excel skill, MS PowerPoint skill

•Obtained Fund Qualification from AMAC