Wealth Product Proposition and Platforms Manager · Intl Wealth & Premier Banking

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Intl Wealth & Premier Banking · Taipei, Taipei City

International Wealth and Premier Banking is seeking a Wealth Product Proposition and Platforms Manager to join our team in Taipei. As a key role in our organisation, you will be responsible for ensuring HSBC’s wealth management strategy is well-established by initiating product strategy, driving wealth management platform development, and increasing customer experience and operational efficiency.

Key responsibilities include:

  • Understanding and interpreting customer needs and business information to make high-quality and timely strategic decisions
  • Driving wealth management profitability and market growth through integrated strategies and projects
  • Growing wealth management customers by providing leading product solutions, proposition communication, and technology platforms with the best customer journey and experience
  • Managing and implementing projects to meet business, customer, and regulatory requirements efficiently and effectively
  • Providing the best wealth solutions to customers with balanced portfolios
  • Assisting frontline teams to grow wealth business by providing support
  • Overseeing wealth operation efficiency and quality
  • Supervising and ensuring wealth business fully complies with regulations and group guidelines

Requirements:

  • University graduate or above
  • Proven track record in the financial industry with strong wealth knowledge
  • Proven ability to achieve business targets and project management with a sound track record
  • Proven business judgement and customer insight
  • Extensive external market awareness of market conditions, wealth solutions, and understanding of current financial market activities
  • Strong leadership and teamwork capability
  • Knowledge of local and Group compliance regulations
  • Good English communication, MS Excel skills, MS PowerPoint skills
  • Proficient in listening, speaking, reading, and writing Chinese
  • Trust L4 License (0~3M)
  • GPAD covered
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