Insights Lab Specialist
1 month ago
At HSBC, we're committed to delivering exceptional results for our clients. As an Insights Lab Specialist, you'll play a critical role in driving business growth and success.
Key Responsibilities:- Support Insights Lab Strategists in creating, managing, and delivering high-quality investment insights and investment cases to clients and colleagues.
- Collaborate with Investment Wealth Specialists on analytics related to GPB book screening and GPB Sales Leads orchestration.
- Ensure the fair treatment of our customers is at the heart of everything we do, adhering to internal controls and implementing the Group compliance policy.
- Consistently display the behaviours that form part of the HSBC Values and culture, adhering to HSBC risk policies and procedures.
- Be passionate about leading investment dialogue with a broad internal and external audience.
- Be familiar with the wealth management client journey, advisory / point-of-sales process.
- Be an exceptional writer of concise, actionable investment-related content, effectively communicating complex ideas to a target audience.
- Be a team player, developing strong partnerships with IWS CIO, Product Desks, Relationship Managers, and Investment Counsellors to drive business outcomes.
- Be digitally literate, amiably influential, and positively engaging, with a curiosity to tell complex ideas in simple words.
- Have experience in investment strategist, client advisor, or product specialist roles with client exposures in the wealth management industry or financial institution.
- Hold a bachelor's degree or equivalent qualification, with CFA being an advantage.
- Experience dealing with outsourced support functions and Adobe Experience Manager would be an advantage.
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