CRM and Analytics Manager

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International Wealth and Personal Banking (IWPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. International Wealth and Personal Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

We are currently seeking a high calibre professional to join our team as CRM and Analytics Manager.

Roles & Responsibilities:

Deliver excellence in sales performance and quality

• Plan and implement all CRM projects with the Regional and/or relevant business units so as to deliver a highly efficient CRM & Analytics platform to increase profitability and sales number for all different products and sales forces.
• Ensure that the approach is collective and comprehensive, considering people, processes, culture and systems
• Assist SVP Head of Data & Analytics to utilize customer data to actively prepare product treatments to optimise value for both customer and Bank in line with our customer propositions
• Collaborate with other team members to integrate and enhance D&A usage as part of customer management and sales process, including processes and system improvements
• Support SVP Head of Data & Analytics to run initiatives/campaigns across all sales channels, including self-service, online channel, lead-bank program…
• Support SVP Head of Data & Analytics to Standardize all D&A core process/workflow. Maintain regular data cleaning and data integrity programs to ensure that WPB database continues to have high data integrity.
• Works on assigned regional/local projects.
• Monitoring & suggesting solution to improve WPB customer database integrity when required
• Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

• Deliver support to sales channels to create/ maintain/expand customer relationships
• Support SVP Head of Data & Analytics to provide advice to end users to optimize the use of CRM-system platform to drive and deliver sales growth, includes the use of artificial intelligence of CRMS (eg: IS /KET) to build and generate business leads to the respective sales streams.
• Support SVP Head of Data & Analytics to provide system training & refresh training for business users if required.
• Treat customer fairly with integrity.

Leadership & Teamwork :

• To support SVP Head of Data & Analytics in providing a high quality, customer driven, support function
• Proactive work on assigned initiatives while ensuring timely implementation.

Qualifications & Experience

• Programming languages like SQL, R, Python
• Good understanding of datawarehourse like RDBMS, Cloud.
• Excellent analytical capabilities
• Basic knowledge of predictive analytics is preferrable
• Experience in banking, finance or related industry
• Knowledge and skill of CRM and Analytics
• Good time management, good communication skills

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

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