Proposition Manager, Customer Portfolio Management
About this role
We are currently seeking a high calibre professional to join our team as a Proposition Manager, Customer Portfolio Management
In this role you will:
- Support Premier Elite acquisition strategy end-to-end deliver Finance Resource Planning (FRP) targets, including defining the growth plan, building the commercialisation roadmap, and tracking delivery against clear milestones and KPIs.
- Execute multi-channel acquisition programmes across customer referrals, cross-Line of Business (LoB) collaboration, and external partnerships; and support the commercialization and liaison with 2LoD.
- Co-design activation and proposition initiatives that align to business priorities, strengthen customer value, and clearly articulate HSBC’s Premier Elite differentiators across the customer lifecycle.
- Implement the end-to-end onboarding strategy to deliver a seamless, high-quality customer experience; use data analytics, market research and competitor benchmarking to diagnose pain points and drive continuous improvement.
- Drive cross-functional execution by partnering with Distribution, Retail & Wealth Product, Marketing, cross-LoB teams, Legal, Compliance and Finance to ensure initiatives are well-governed, compliant, and delivered on time and to standard.
- Support customer-facing communications and materials, ensuring alignment across channels and stakeholders.
- Maintain proposition quality and competitiveness by ensuring proposition capabilities and outputs (including customer communications) meet or exceed market standards and deliver a consistent premium experience.
To be successful you will need:
- Degree in Business Administration, Marketing, Economics or a related discipline.
- Minimum 5 years’ experience in HNW segment and proposition management.
- Strong track record in proposition strategy, commercialisation and go-to-market execution, with experience managing complex, cross-functional programmes.
- Proven stakeholder management skills, with the ability to influence and align senior leaders and delivery teams across multiple functions.
- Demonstrated capability in building operating processes, governance and performance review frameworks to improve efficiency, effectiveness and control.
- Experience partnering with frontline, central, product and cross-LoB teams to deliver measurable business outcomes.
- High ownership mindset, resilient and delivery-focused, with strong attention to detail and a constructive, positive approach.
- Self-motivated and able to work independently in a fast-paced environment.
- Fluent in English and Chinese.
Company at a glance
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
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