Manager of Data Analytics, Wealth and GPB
Shanghai, SH, CN, 200001
HSBC International Wealth and Premier Banking (IWPB)
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our
customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening
up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.
We are currently seeking an experienced professional to join our team.
In this role, you will:
The role holder will focus on using Data & Analytics to drive business activities and outcomes to improve or transform IWPB:
- Collaborate closely with WPS team to understand business requirements and deliver tailored data analytics support and solutions. Develop and execute data analytics strategies aligned with business objectives to inform and drive data-informed decision-making
- Partner with cross-functional teams to define end-to-end data requirements, enforce data accuracy and integrity standards, and lead data cleansing and integration initiatives
- Design, build, and deploy interactive data visualization tools and dashboards to translate complex insights into actionable information for stakeholders at all levels
- Leverage advanced data analytics tools and methodologies to develop, validate, and optimize predictive models and algorithms for investment and wealth management solutions, deliver customized client-centric strategies
- Support the WPS team’s customer engagement needs, including RM lead generation and manual SMS outreach, as required. Utilize data-driven analysis to identify and generate high-quality investment sales leads, directly contributing to improved sales performance and conversion rates
- Collaborate with global teams to process and deliver wealth-related data and analysis deliverables
- Stay abreast of industry advancements and emerging technologies in the field of data analytics to ensure the D&A team remains at the forefront of innovation
To be successful in the role, you should meet the following requirements:
- Experience in one or multiple skills in data / business analytics in the financial domains
- Proven experience in the investment and wealth management solutions field, with a strong analytical background in data-driven decision-making
- Proficiency in data analysis and statistical modeling, with hands-on experience using tools such as Python, R, and SQL
- Excellent communication and teamwork skills, able to collaborate effectively with different departments and stakeholders
- Strong problem-solving skills and innovative thinking, able to translate complex business problems into data analytics solutions
- In-depth knowledge of wealth management market dynamics and product offerings; relevant professional certifications (e.g., CFA, CFP, FRM) or advanced degrees are highly preferred
- Good English communication skills, able to collaborate effectively with domestic and international teams
You’ll achieve more when you join HSBC.
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Issued by HSBC Bank (China) Company Limited