Insights Lab Specialist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Unlock Your Potential as an Insights Lab Specialist

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.
Requirements:
  • 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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