Head of Wealth Insights - Wealth & Premier Solutions

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

This role is responsible for leading the end-to-end commercial activation of our wealth business across the UK for Mass Affluent and Private Banking customers. You will define how we drive revenue and customer growth across investment, advice, and retirement propositions — balancing commercial rigor with customer impact.

This includes developing and executing customer engagement strategies, setting performance targets, shaping proposition monetization tools, and working across teams to embed a commercially driven culture into every aspect of the wealth lifecycle

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

• Strategic ownership: Define the insights strategy for UK wealth continuum to drive customer retention, share of wallet and strengthen the wealth proposition in UK markets. Deliver material improvement in the user experience of consuming content digitally and across all customer touch points, based on stakeholders’ feedback, data-driven analytics and competitive analysis.
• Content management: Lead and manage new and BAU Insights initiatives for both customers and frontline employees, from planning, socialising, editing, implementation to performance tracking, evaluation and reporting to fulfil clients’ and frontline’s insights needs.
• Digital insights: Lead the deployment of digital wealth insights initiatives to increase content usage and consumption, and optimise commercialisation via all digital channels and social media, and strengthen the role of mobile insights as a key part of the customers’ journey.
• Display Investment knowledge: Serve as product SME for CIO investment and asset allocation views, product insights, and work collaboratively with multiple stakeholders across the business and external partners.
• Data and analytics: Consolidate and evaluate data-driven analytics to understand content usage so as to ensure our content strategy and deliverables are well-positioned to meet customers’ evolving needs.

To be successful in this role you should meet the following requirements:

• Strong technical Investment product knowledge with expertise spanning a range of asset classes - essential
• Investment Research or Advice experience - essential
• Experienced in leading cross functional projects - essential
• Well polished communication skills with an ability to present to senior stakeholders - essential
• Relevant investment qualifications such as CFA would be useful but not essential

This role will be based in London or Birmingham.

Opening up a world of opportunity

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500