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-timeJob function
Sales and Business DevelopmentIndustries : Banking, Financial Services, and Investment BankingNote : 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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