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Head of INV Funds Commercialization

https://www.hsbc.com Logo

HSBC

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Location:
Hong Kong, Central

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

Hang Seng's Investments and Wealth Solutions offers a full spectrum of wealth products and services to our Wealth and Personal Banking customers, from high-net-worth to mass segments across channels to capture opportunity under different market scenarios. The role involves managing the wealth proposition development of Investment Fund, collaborating with external partners, and overseeing sales strategies while ensuring compliance with regulatory requirements.

Job Responsibility:

  • Manage the wealth proposition development of Investment Fund, and end-to-end sales journey development to meet the investment needs of our customers, grow our fund business and improve sales service quality in accordance to regulatory and internal requirements and policies
  • Collaborate with external partners like fund houses, distribution channels, 2LoD and other stakeholders to keep our competitive edge in fund business
  • Work closely with product teams to formulate sales strategies to drive the Investment fund sales to achieve the KPIs and OKRs laid on Investment Fund
  • Drive initiatives such as sales process streamlining, system enhancements to deepen the engagement with frontline staff for higher working efficiency
  • Oversee the training to frontline on product features, benefits, and competitive differentiation

Requirements:

  • University degree preferably in Business, Marketing, Economics, Finance or related discipline
  • Minimum 8-10 years of experience in the sales process and planning for Investment Fund or investment related, with 3 years or above business or commercialization role at senior level preferred
  • Demonstrated track record in product and sales journey management, implementation and oversight of policy and governance frameworks, procedures, practices, regulatory requirements
  • Result-oriented with strong leadership and communication skills, demonstrating capability in leading team to inspire and engage people at all levels and effect change to regulatory update
  • Great sense of ownership and servicing mindset to ensure efficient and effective communication with different stakeholders for business outcomes
  • Language proficiency in English and Chinese
What we offer:
  • Dynamic working environment
  • Good career development opportunities
  • Competitive compensation packages

Additional Information:

Job Posted:
May 03, 2025

Expiration:
December 31, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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