Kowloon City, Kowloon, Hong Kong
22 hours ago
Business and Intermediary Relations Manager, Pensions - HSBC Global Asset Management

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.

HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 31 December 2023, HSBC Asset Management managed assets totalling US$707bn on behalf of its clients.

We are currently seeking a high calibre professional to join our team as a Business and Intermediary Relations Manager.

Principal Responsibilities

The Business and Intermediary Relations Manager will be responsible for managing and fostering relationships with intermediaries, ensuring that they receive exceptional support and resources. This role will focus on enhancing the intermediaries' experience and driving engagement to align with organizational objectives.

Cultivate and manage relationships with existing and potential intermediaries to promote a high level of partnership engagementAddress intermediary queries and concerns promptly, ensuring a high level of customer satisfactionMeet AOP target by implementing tactics in the reducing of rejection rate, uplifting and improving customer experience, to accomplish KPIs as a result to contribute to meet the department business goalsDevelopment of leads generation programs to enhance sales effectiveness across channelsDevelop and deliver training materials and resources to support intermediaries, ensuring they have the tools necessary for successOrganize onboarding processes for new intermediaries and conduct ongoing training sessions to promote product knowledgeThis role will support Pensions on ad hoc projectsMonitor intermediary performance and satisfaction metrics, analysing feedback to drive improvements in service deliveryCollaborate with the Head or Senior Manager to implement initiatives that enhance the overall intermediary experienceTo support Pensions sales management including planning and analysis on portfolio, quality of new business and overall control on MI reportsPlanning and reporting on sales initiatives / projects, in particular for digital channels. Review/tracking the effectiveness through activity level and conversion rate analysisConduct market research to identify trends and opportunities that could inform strategic decisions related to intermediary developmentStay informed of industry developments to proactively engage with intermediaries on emerging needs and preferencesTo identify patterns, trends, and insights from data, translating them into actionable strategies, and guiding business decisions based on data-driven insights

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.

HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 31 December 2023, HSBC Asset Management managed assets totalling US$707bn on behalf of its clients.

We are currently seeking a high calibre professional to join our team as a Business and Intermediary Relations Manager.

Principal Responsibilities

The Business and Intermediary Relations Manager will be responsible for managing and fostering relationships with intermediaries, ensuring that they receive exceptional support and resources. This role will focus on enhancing the intermediaries' experience and driving engagement to align with organizational objectives.

Cultivate and manage relationships with existing and potential intermediaries to promote a high level of partnership engagementAddress intermediary queries and concerns promptly, ensuring a high level of customer satisfactionMeet AOP target by implementing tactics in the reducing of rejection rate, uplifting and improving customer experience, to accomplish KPIs as a result to contribute to meet the department business goalsDevelopment of leads generation programs to enhance sales effectiveness across channelsDevelop and deliver training materials and resources to support intermediaries, ensuring they have the tools necessary for successOrganize onboarding processes for new intermediaries and conduct ongoing training sessions to promote product knowledgeThis role will support Pensions on ad hoc projectsMonitor intermediary performance and satisfaction metrics, analysing feedback to drive improvements in service deliveryCollaborate with the Head or Senior Manager to implement initiatives that enhance the overall intermediary experienceTo support Pensions sales management including planning and analysis on portfolio, quality of new business and overall control on MI reportsPlanning and reporting on sales initiatives / projects, in particular for digital channels. Review/tracking the effectiveness through activity level and conversion rate analysisConduct market research to identify trends and opportunities that could inform strategic decisions related to intermediary developmentStay informed of industry developments to proactively engage with intermediaries on emerging needs and preferencesTo identify patterns, trends, and insights from data, translating them into actionable strategies, and guiding business decisions based on data-driven insightsBachelor's Degree or Higher Education Level5 years' experience in related roles pertaining to Pensions and Intermediaries managementExceptional communication and negotiation skills with a strong customer-centric approachAbility to analyse performance data and generate actionable insightsEmpathetic and approachable, able to build trust with intermediariesSelf-motivated with a strong sense of accountability and professionalism

You’ll achieve more when you join HSBC.

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

Bachelor's Degree or Higher Education Level5 years' experience in related roles pertaining to Pensions and Intermediaries managementExceptional communication and negotiation skills with a strong customer-centric approachAbility to analyse performance data and generate actionable insightsEmpathetic and approachable, able to build trust with intermediariesSelf-motivated with a strong sense of accountability and professionalism

You’ll achieve more when you join HSBC.

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

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