Investment Insights Specialist

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Key Responsibilities

As an Insights Lab Specialist, you will support Insights Lab Strategists in creating, managing, and delivering Investment Insights and Investment Cases to clients and GPB colleagues.

You will also assist in analytics related to GPB book screening and GPB Sales Leads orchestration.

The role holder will ensure fair treatment of customers and adhere to internal controls, implementing the Group compliance policy by following all relevant processes and procedures.

Additionally, you will consistently display the behaviours that form part of the HSBC Values and culture, adhering to HSBC risk policies and procedures.

Requirements
  • Lead investment dialogue with a broad internal and external audience.
  • Familiarity with wealth management client journey, advisory, and point-of-sales process.
  • Exceptional writing skills for concise, actionable investment-related content.
  • Team player with strong partnership skills to develop business outcomes.
  • Digitally literate and influentially engaging.
  • Experience in investment strategist, client advisor, or product specialist roles with client exposures in wealth management or financial institutions.
  • Bachelor's degree or equivalent qualification, with CFA an advantage.
  • Experience dealing with outsourced support functions and Adobe Experience Manager an advantage.


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