Senior Wealth Product Strategy and Proposition Manager

📍 Job Overview

Job Title: Senior Wealth Product Strategy and Proposition Manager

Company: HSBC Global Services Limited

Location: Central, Hong Kong Island, Hong Kong, China

Job Type: Full-Time

Category: Wealth Management Product Strategy & Proposition

Date Posted: May 12, 2026

Experience Level: 10+ Years

Remote Status: On-site

🚀 Role Summary

• Drive the strategic development and ongoing enhancement of HSBC's investment wealth product shelf, ensuring market competitiveness and alignment with forward-looking market outlooks.

• Lead the commercialization efforts for the curated investment wealth product suite, developing essential sales support materials and kits to empower sales teams.

• Collaborate across customer proposition, segment marketing, and branding teams to foster wealth customer growth and enhance the overall value proposition for key segments.

• Conduct in-depth competitive analysis and gather customer insights for the Affluent, Premier, and Premier Elite customer segments to inform product strategy and proposition development.

• Partner with Sales Performance and Effectiveness teams to identify and implement growth initiatives aimed at achieving wealth business targets within emerging affluent, Premier, and Premier Elite segments.

• Support the Wealth Sales Process & Journey team and the Wealth Platform team in defining and optimizing customer journeys for various target demographics, considering their unique needs and preferences.

• Leverage advanced analytics, including Big Data and Machine Learning, to gain a thorough understanding of target customer behaviors and preferences, driving data-informed product decisions.

• Work closely with the Marketing department to develop and execute impactful marketing programs that support product launches and ongoing engagement strategies.

📝 Enhancement Note: This role sits at the intersection of product management, strategy, and commercialization within the wealth management sector. The emphasis on "product shelf," "commercialization," "sales support," and "customer growth initiatives" clearly positions this as a strategic operations-adjacent role focused on driving business outcomes through product and proposition excellence. The requirement for advanced analytics and collaboration with sales and marketing teams underscores its GTM (Go-To-Market) operational significance.

📈 Primary Responsibilities

• Product Shelf Management & Optimization:

  • Continuously assess and update the investment wealth product shelf by collaborating with CIO teams, product owners, and third-party manufacturers to integrate innovative solutions.
  • Ensure product offerings are competitive, meet regulatory requirements, and align with current market trends and economic outlooks.
  • Define product lifecycle management strategies, including product rationalization and new product introduction processes.

• Commercialization & Sales Enablement:

  • Develop and deliver comprehensive sales support materials, including sales scripts, talking points, and kits, to equip relationship managers and sales staff.
  • Create compelling product value propositions and marketing collateral that highlight key benefits and competitive advantages.
  • Collaborate with sales leadership to identify sales challenges and develop targeted initiatives to drive product adoption and revenue growth.

• Customer Proposition & Segment Alignment:

  • Partner with customer proposition, segment, and branding teams to ensure product strategies are aligned with overall wealth segment objectives.
  • Develop and refine value propositions tailored to the specific needs and preferences of Affluent, Premier, and Premier Elite customers.
  • Support the definition and enhancement of wealth customer journeys across various touchpoints.

• Market & Customer Insight Generation:

  • Conduct thorough competitive analysis to benchmark HSBC's product offerings against market leaders.
  • Utilize customer insights, supported by advanced analytics (Big Data, Machine Learning), to understand customer behavior, identify unmet needs, and inform product development.
  • Provide strategic input to the development of customer segmentation models and targeted marketing campaigns.

• Business Growth & Performance Improvement:

  • Work with Sales Performance and Distribution teams to design and implement initiatives that drive wealth business growth targets.
  • Monitor product performance, sales trends, and customer engagement metrics, identifying areas for improvement.
  • Support the development and execution of go-to-market strategies for new and existing wealth products.

• Cross-Functional Collaboration & Project Management:

  • Manage cross-functional project teams to ensure timely and successful execution of product strategy and proposition initiatives.

  • Effectively influence and communicate with stakeholders across various business lines, including Sales, Marketing, IT, Legal, and Compliance.

  • Facilitate workshops and meetings to gather requirements, align on strategies, and drive decision-making.

📝 Enhancement Note: The responsibilities highlight a need for strong strategic thinking, cross-functional leadership, and a deep understanding of the product development lifecycle within a regulated environment. The emphasis on "product shelf management," "commercialization," "sales enablement," and "customer journey definition" points to a crucial role in executing the GTM strategy through product and proposition excellence.

🎓 Skills & Qualifications

Education:

• Bachelor’s degree in Finance, Business Administration, Marketing, Economics, or a related field is required.

Experience:

• A minimum of 10 years of progressive experience in product management, investment specialist roles, wealth sales, or strategic product development within the financial services industry.

• Proven track record of successfully developing and launching new wealth products or propositions.

• Demonstrated experience in driving business development initiatives and delivering measurable results.

Required Skills:

• Product Strategy & Proposition Development: Expertise in defining product strategies, developing compelling value propositions, and managing product lifecycles.

• Wealth Management & Investment Products: Deep understanding of wealth investment products, market dynamics, and regulatory frameworks impacting these products.

• Commercialization & Go-To-Market Strategy: Proven ability to drive product commercialization, develop sales support materials, and execute go-to-market plans.

• Analytical & Problem-Solving Skills: Strong quantitative and qualitative analytical capabilities, including the ability to interpret complex data, derive insights, and solve business problems.

• Stakeholder Management & Influence: Excellent ability to influence, engage, and communicate effectively with stakeholders at all levels, including senior management and cross-functional teams.

• Project Management: Demonstrated proficiency in managing complex projects from conception to completion, ensuring on-time and within-budget delivery.

• Communication & Interpersonal Skills: Exceptional written and verbal communication skills, with the ability to articulate complex ideas clearly and persuasively.

• Proficiency in MS Office Suite: Advanced skills in Microsoft Office applications, particularly Excel, PowerPoint, and Word, for data analysis, reporting, and presentations.

• Design Thinking & Customer Centricity: Familiarity with design thinking principles and a strong customer service concept, focusing on enhancing customer relationships and experiences.

Preferred Skills:

• Advanced Analytics & Data Science: Experience with or understanding of Big Data and Machine Learning applications for customer insight generation and predictive analytics.

• Market Research & Competitive Intelligence: Ability to conduct thorough market research and competitive analysis to inform strategic decisions.

• Regulatory Knowledge: In-depth knowledge of relevant financial regulations impacting wealth management products in key markets.

• Cross-Market Experience: Prior experience working in or managing products across diverse international markets.

• Change Management: