Head of INV Funds Commercialization - Hang Seng Bank (HK)

HSBC

  • Central, Hong Kong
  • Permanent
  • Full-time
  • 26 days ago
Job descriptionSome careers have more impact than others.If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.Investments and Wealth SolutionsHang 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. We play a distributor role to source investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.We are currently seeking a high caliber professional to join our team as Head of INV Funds Commercialization.Principle responsibilities
  • 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
RequirementsRequirementsUniversity degree preferably in Business, Marketing, Economics, Finance or related disciplineMinimum 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. Candidates with less experience may also be considered provided they have relevant background with strong competencesDemonstrated track record in product and sales journey management, implementation and oversight of policy and governance frameworks, procedures, practices, regulatory requirementsResult-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 updateGreat sense of ownership and servicing mindset to ensure efficient and effective communication with different stakeholders for business outcomesLanguage proficiency in English and ChineseProfessional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantageThe employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to .You'll achieve more when you join Hang Seng Bank Limited.Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.Issued by Hang Seng Bank Limited#LI-HASE

HSBC