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Investment Insights Strategist

1 month ago

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

Unlock Your Potential in a Dynamic Career

At HSBC, we seek talented professionals to join our team as an Insights Lab Specialist.

Key Responsibilities

  • Support Insights Lab Strategists in creating, managing, and delivering Investment Insights and Investment Cases content to clients and colleagues.
  • Collaborate with IWS on Analytics related to GPB book screening and GPB Sales Leads orchestration.
  • Ensure fair treatment of customers and adhere to internal controls, implementing the Group compliance policy.
  • Consistently display HSBC Values and culture, adhering to risk policies and procedures.

Requirements

  • Lead investment dialogue with internal and external audiences, being passionate about driving business outcomes.
  • Familiarity with wealth management client journeys, advisory, and point-of-sales processes.
  • Exceptional writing skills in creating concise, actionable investment content, effectively communicating complex ideas to a target audience.
  • Team player with strong partnerships with IWS CIO, Product Desks, Relationship Managers, and Investment Counsellors.
  • Digitally literate, positively engaging, and influential, with the ability to tell complex ideas in simple words.
  • Experience in investment strategist, client advisor, or product specialist roles with client exposures in the wealth management industry or financial institutions.
  • Bachelor's degree or equivalent qualification, with CFA being an advantage.
  • Experience with outsourced support functions, Adobe Experience Manager, or senior-level positions.