Product and Sales Support Manager

• Champion sales analytic framework for Sales Department to perform analysis to support both regular and thematic initiatives.
• Manage sales performance tracking to monitor activities against business performance objectives and provide insight for strategy planning.
• Coordinate with sales teams to provide support on the delivery of growth strategies and key initiatives.
• Assist in supervising Sales Support Team and resources planning.
• Assist and support Sales Management Office in implementing strategies and meeting business objectives.
• Coordinate and work with the other departments to prepare Management Information Reports.
• Contribute to complete ad hoc projects requested by Sales Management Office.
• Managing Product strategy, offering and pricing, business growth.
• Conduct timely market and competitor analysis to identify business.
• Develop customer engagement materials and work with SMO to carve out the outreach plan.
• Support other regulatory-change projects by providing change requirements (e.g. FINI) opportunities, initiate product ideas and implement growth strategy.

• Be responsible for adhering the regulatory and internal requirement in the context of product governance and sales suitability framework.
• Oversee product governance, review product due diligence and design product policies and procedures to ensure adherence to internal policies and regulatory requirements.
• Support and re-engineering the sales process from sales suitability and cross border perspective.
• Lead/support internal approval processes for new products.
• Prepare and coordinate paper and Management Information (MI) submission to ROC and POC meetings.
• Assist in different initiatives from product, system, etc.
• Prepare MI and meeting materials for reporting to POC, HELIOS CCM, EXO and Product Governance Forum.
• Support in Semi-Annual Bond Concentration Review and Annual Customer Risk Rating Model Review, as HELIOS Continuous Control Monitoring items.
• Work with Global product team on HCBS product support and reporting.
• Conduct regular review on DIM.
• Prepare data reporting to support Global product team on ESG/Virtual Asset.

• University degree in Business Administration, Accounting, Finance or related discipline preferably with a recognised professional project management qualification preferred.
• 3+ years relevant working experience in Product and Sales management/support sectors with exposure to sales support, product management business, customer analytics, management reporting, strategy, and planning.
• Ability to converse and understand Chinese and English language fluently, where applicable country specific language fluency required in spoken and written knowledge of Cantonese & Mandarin is a must.
• Knowledge of sales support, product management and broking services.
• Ability to work with a wide range of stakeholders.
• Proficient in common analytics and project management tools e.g., advanced user in MS Excel with VBA knowledge, MS PowerPoint, MS Access.
• Team player with good interpersonal and communication skills with both stakeholders and senior management.
• Commitment to continuous development, both personally and in others, to add value for the organization and for overall career development.
• Adaptability and flexibility to respond quickly to changing priorities.
• Self-motivated and pragmatic with ability to work independently and under pressure
• Strong interpersonal skills.
• Drive, teamwork, and positive cooperation towards the achievement of team/department goals.
• Solid understanding of the AMH & WPB workflow process and a strong working knowledge of operations policies and procedures.

HSBC