Assistant Client Engagement Manager, Pensions - HSBC Global Asset Management

GCB 6

We are currently seeking a high calibre professional to join our team as an Assistant Client Engagement Manager, Pensions.

In this role you will:

Engagement Management

• Identify, qualify and convert leads for Pensions products.
• Build and manage a healthy pipeline via face-to-face activity referral, events and collaborating business partnerships.
• Develop a long-term relationship with client, employers, employee member to delivery a seamless customer experience.
• To reducing of rejection rate, uplifting and improving customer experience, to accomplish KPIs as a result to meeting the department business goals.
• Development of leads generation programs to enhance sales effectiveness across channels.

Client Onboarding Coordination

• Assist in coordinating the MPF onboarding process for new Pensions Client , ensuring a smooth and efficient transition.
• Training Support the onboarding team by conducting introductory sessions or meeting with new clients to explain processes, answer questions and provide guidance on utilizing available resource.
• Prepare onboarding documentation and material , ensuring all necessary information is accurately conveyed to a new client.

Communication & Support

• Develop and implement a comprehensive client MPF onboarding strategy for pensions client, ensuring a smooth and efficient transition into the organization.
• Organize onboarding processes for new intermediaries and conduct ongoing training sessions to promote product knowledge.
• This role will support Pensions on ad hoc project.

Sales Enablement

• Monitor intermediary performance and satisfaction metrics, analyzing feedback to drive improvements in service delivery.
• Collaborate with the Team Lead to implement initiatives that enhance the overall Customer experience.
• To support Pensions sales management including planning and analysis on portfolio, quality of new business and overall control on MI reports.
• Planning and reporting on sales initiatives / projects, in particular for digital channels. Review/tracking the effectiveness through activity level and conversion rate analysis.

Market Analysis

• Conduct market research to identify trends and opportunities that could inform strategic decisions related to intermediary development.
• Stay informed of industry developments to proactively engage with intermediaries on emerging needs and preferences.
• To identify patterns, trends, and insights from data, translating them into actionable strategies, and guiding business decisions based on data-driven insights.

To be successful you will need:

• Exceptional communication and negotiation skills with a strong customer-centric approach.
• Ability to analyze performance data and generate actionable insights.
• Empathetic and approachable, able to build trust with intermediaries.
• Self-motivated with a strong sense of accountability and professionalism.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).

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

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