Overview
Product and Sales Support Manager role at HSBC Recruitment. The position supports the Hong Kong region primary business within AMH COO Delivery - Wealth & Personal Banking, focusing on project-based requests and maintaining high standards of accuracy and efficiency. Responsibilities
Sales Support & Management : Champion sales analytic framework to support regular and thematic initiatives. Manage sales performance tracking to monitor activities against business objectives and provide insights for strategy planning. Coordinate with sales teams to support growth strategies and key initiatives. Assist in supervising Sales Support Team and resource planning. Assist and support Sales Management Office in implementing strategies and meeting business objectives. Coordinate with other departments to prepare Management Information Reports. Contribute to ad hoc projects requested by Sales Management Office. Manage product strategy, offering and pricing, and business growth; conduct timely market and competitor analysis. Develop customer engagement materials and work with SMO to carve out the outreach plan. Support regulatory-change projects by providing change requirements, initiating product ideas and implementing growth strategy. Product Management & Governance : Adhere to regulatory and internal requirements within product governance and sales suitability frameworks. Oversee product governance, review product due diligence, and design policies and procedures to ensure adherence to internal policies and regulatory requirements. Support and re-engineer the sales process from sales suitability and cross-border perspectives. Lead or support internal approval processes for new products. Prepare and coordinate paper and Management Information submissions to ROC and POC meetings. Assist in initiatives from product, system, etc., and prepare MI and meeting materials for reporting to POC, HELIOS CCM, EXO and Product Governance Forum. Support Semi-Annual Bond Concentration Review and Annual Customer Risk Rating Model Review as HELIOS Continuous Control Monitoring items. Work with Global product team on HCBS product support and reporting; conduct regular DIM reviews; prepare data reporting to support Global product team on ESG / Virtual Asset. Requirements
University degree in Business Administration, Accounting, Finance or related discipline; professional project management qualification preferred. 3+ years of relevant experience in Product and Sales management / support, with exposure to sales support, product management, customer analytics, management reporting, strategy, and planning. Fluency in English and Chinese (Cantonese & Mandarin where applicable). Knowledge of sales support, product management and broking services. Ability to work with a wide range of stakeholders. Proficiency in analytics and project management tools (MS Excel with VBA, MS PowerPoint, MS Access). Strong interpersonal and communication skills with stakeholders and senior management; team player. Commitment to continuous development and ability to work independently and under pressure. Adaptability and flexibility to changing priorities; drive and cooperation towards team / department goals. Solid understanding of AMH & WPB workflow; strong knowledge of operations policies and procedures. Employment type
Full-time Job function
Sales and Business Development Industries : Banking, Financial Services, and Investment Banking Note : Referrals mention and related job postings are included for context, but the core description focuses on the Product & Sales Support Manager role and its requirements.
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