Job Description

GCB 5

Key Responsibilities:

• Report to Head of Wealth Commercialization and Wealth Lending, Wealth and Premier Solutions, Hong Kong and responsible to maintain day-to-day ownership and delivery of the Premium Financing (PF) portfolio, including end-to-end product lifecycle management, driving growth and profitability, and ensuring market competitiveness
• Support the premium financing customer journey design and execution, manage and lead Transformation and IT to deliver changes in the PF application and product journeys
• Premium Financing frontline enablement: sales script, sales journey, tool development, control, eligibility, complaint handling and tracking, performance tracking
• Support the management of product pricing, P&L and risk controls
• Liaise with key stakeholders including Distribution, Risk, Compliance, Technology and Operations to deliver new PF capabilities, optimize existing journeys, and manage ongoing governance, documentation, risk and control requirements.
• Ensure full compliance with all Group Standards, regulatory requirements, and risk management frameworks

Requirements:

• Bachelor Degree with business studies related discipline is preferred
• Proven experience preferably in Retail Banking, Wealth and Insurance product management with business KPI responsibilities, well understanding on the wealth products, sales and/or marketing
• Understanding of Hong Kong's retail and wealth management markets, customer dynamics and competitive landscape
• Strategic mindset, commercial acumen, and a proven ability to influence and align senior stakeholders
• Strong analytical skills and project management skills in developing and implementing initiatives and ability in timely and effective problem solving
• Excellent interpersonal, leadership, communication, presentation skills in both written and spoken English and Chinese

Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited.
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