Translate market intelligence into actionable recommendations through competitive benchmarking, customer insights and trend analysis to optimise product design, positioning and commercial outcomes.
Lead adherence to MAS requirements, LIA guidelines, and internal governance frameworks, ensuring robust documentation, appropriate approvals, and effective risk controls across the product lifecycle.
Partner with cross-functional stakeholders (e.g., Actuarial, Finance, Risk, Compliance, Ops, Tech, Distribution and Product Delivery Project Manaagers) to execute product delivery plans and launch products on time and to agreed quality standards.
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Driving harmonization of processes within the hubs by taking advantage of a panoramic view of varied country processes.
Partner with the hub teams to ensure that corporate action operations strategy defined in-country is executed in the hubs and caters for client outcomes.
Risk control and governance: Ensuring oversight and driving improvement in the control and resilience agenda. This includes developing a forward-looking end to end view across Wealth Management on the operating environment and proactively identifying and escalating issues and sharing themes/ lessons learnt.
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Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers are well fulfilled
Establish effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC to deliver a consistent approach and application of outstanding service standard
Build and maintain a positive team culture through ensuring quality business referrals and referral skills among team members and contributing to product knowledge and skills sharing
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As a Summer Analyst in our Global Private Bank Advisor Program, you'll work with our team of advisors and specialists to bring in new clients and to serve existing ones. We deliver highly customized and comprehensive solutions to help protect, manage and grow wealth. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.
You will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage all your skills.
Collaborate with cross-functional teams to drive innovation and enhance the platform's capabilities, ensuring it remains competitive and responsive to evolving client needs
Provide thought leadership and subject matter expertise to guide the organization's wealth management initiatives
Manage a team of talented professionals, fostering a culture of excellence, collaboration, and continuous improvement
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Conduct mental health screening for clients after community outreaches, referred from their families, grassroots organizations / civic groups and other service partners as well as those at risk within the community with an agreed upon identification / assessment tools
Provide basic emotional support and monitoring to clients or caregivers of persons with dementia or mental health conditions through regular home visitations
Support the implementation of casework interventions
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Maintain an updated broad product, competitor and disease knowledge, pharmacy and therapeutic process knowledge in therapeutic area to build professional customer relationships and support sound clinical discussions.
Plan and manage weekly work schedules with Sales Manager to enable an efficient, effective work execution and achieve coverage and frequency targets (quantity & quality) and deliver agreed customer centric activities within operating budget.
Develop and implement account plans in collaboration with internal stakeholders for assigned accounts and/or key customers to identify opportunities, gaining commitment from HCPs to identify unmet customer and patient needs and optimize account performance.
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Maintain an updated broad product, competitor and disease knowledge, pharmacy and therapeutic process knowledge in therapeutic area to build professional customer relationships and support sound clinical discussions.
Plan and manage weekly work schedules with Sales Manager to enable an efficient, effective work execution and achieve coverage and frequency targets (quantity & quality) and deliver agreed customer centric activities within operating budget.
Develop and implement account plans in collaboration with internal stakeholders for assigned accounts and/or key customers to identify opportunities, gaining commitment from HCPs to identify unmet customer and patient needs and optimize account performance.
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