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Advisory Product Specialist

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 12 days ago

No clicks

**Advisory Product Specialist** owns and drives country Bancassurance portfolio. Key responsibilities include defining product strategy, optimizing product mix, growing distribution, leading product enhancements, strengthening governance, and using data insights. Requirements include university degree, extensive wealth management experience, proven track record, strong stakeholder management, execution discipline, and advanced Excel and PowerPoint skills.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

GCB 4

Some careers have more impact than others.

If youre looking for a career where you can make a real impression, join HSBC and discover how valued youll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

We are currently seeking a high calibre professional to join our team as an Advisory Product Specialist.

In this role you will:

  • Own the end-to-end country Bancassurance (Life Insurance) portfolio: strategy, performance, governance and controls.
  • Define and deliver the country product strategy aligned to Global Wealth direction, partnering closely with the insurance provider.
  • Optimise product mix by client segment (Premier, Premier Elite, Global Private Bank) to balance growth, profitability and customer outcomes.
  • Drive distribution growth across digital, mobile, phone and branch channels, shaping the operating model with channel and sales leaders.
  • Lead new product and proposition enhancements, including customer journey, positioning, pricing and promotional approach.
  • Deliver end-to-end launches and change (campaigns, promotions, platform enablement), including UAT coordination and rollout readiness.
  • Strengthen governance, risk and controls: product approvals, quality checks, reporting, post-implementation reviews and audit readiness.
  • Use data and insights to improve penetration, cross-sell and persistency; identify risks/customer fairness concerns and drive mitigations with partners.

To be successful you will:

  • University degree (BA/BS); professional investment/wealth qualifications are an advantage.
  • Extensive Wealth Management experience across product, sales and distribution, with strong Bancassurance product management expertise.
  • Proven track record delivering commercial outcomes with strong execution and project/change management discipline.
  • Strong stakeholder management and influencing skills in a matrix environment; excellent written and spoken English.
  • Detail-oriented, able to operate at pace, and comfortable leading delivery across multiple channels and partners.
  • Advanced Microsoft PowerPoint and Excel skills (able to build clear executive presentations and perform robust data analysis/reporting).

Opening up a world of opportunity
www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

https://www.youtube.com/embed/NIa2CodFG6E?si=sFOWeYmq5fs3vE5i%22

Advisory Product Specialist

Compensation

Not specified

City: Not specified

Country: Not specified

HSBC logo
Other

12 days ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

**Advisory Product Specialist** owns and drives country Bancassurance portfolio. Key responsibilities include defining product strategy, optimizing product mix, growing distribution, leading product enhancements, strengthening governance, and using data insights. Requirements include university degree, extensive wealth management experience, proven track record, strong stakeholder management, execution discipline, and advanced Excel and PowerPoint skills.

Full Job Description

GCB 4

Some careers have more impact than others.

If youre looking for a career where you can make a real impression, join HSBC and discover how valued youll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

We are currently seeking a high calibre professional to join our team as an Advisory Product Specialist.

In this role you will:

  • Own the end-to-end country Bancassurance (Life Insurance) portfolio: strategy, performance, governance and controls.
  • Define and deliver the country product strategy aligned to Global Wealth direction, partnering closely with the insurance provider.
  • Optimise product mix by client segment (Premier, Premier Elite, Global Private Bank) to balance growth, profitability and customer outcomes.
  • Drive distribution growth across digital, mobile, phone and branch channels, shaping the operating model with channel and sales leaders.
  • Lead new product and proposition enhancements, including customer journey, positioning, pricing and promotional approach.
  • Deliver end-to-end launches and change (campaigns, promotions, platform enablement), including UAT coordination and rollout readiness.
  • Strengthen governance, risk and controls: product approvals, quality checks, reporting, post-implementation reviews and audit readiness.
  • Use data and insights to improve penetration, cross-sell and persistency; identify risks/customer fairness concerns and drive mitigations with partners.

To be successful you will:

  • University degree (BA/BS); professional investment/wealth qualifications are an advantage.
  • Extensive Wealth Management experience across product, sales and distribution, with strong Bancassurance product management expertise.
  • Proven track record delivering commercial outcomes with strong execution and project/change management discipline.
  • Strong stakeholder management and influencing skills in a matrix environment; excellent written and spoken English.
  • Detail-oriented, able to operate at pace, and comfortable leading delivery across multiple channels and partners.
  • Advanced Microsoft PowerPoint and Excel skills (able to build clear executive presentations and perform robust data analysis/reporting).

Opening up a world of opportunity
www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

https://www.youtube.com/embed/NIa2CodFG6E?si=sFOWeYmq5fs3vE5i%22