Job ref no.: 0000BD7C

Senior Customer Relationship Management Manager, Global Insurance - Retail Banking and Wealth Management


Some careers open more doors than others.
If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking a high caliber professional to join our team as Senior Customer Relationship Management Manager, Global Insurance.

In this role, you will

  • Develop contact strategy frameworks
  • Develop a set of minimum contact and campaign standards to operationalize the strategy
  • Commercialising insight led contacts through evaluation, deep dives and outlining best practice in terms of deployment
  • Streamline the implementation model and monitoring trends
  • Work with Insurance and Analytics teams to develop new triggers to drive incremental benefit based on customer behaviour data
  • Review current trigger deployment channels and recommending diversification, specifically through Digital
  • Support the development of the Global Insurance Annual Operations Plan to achieve product unit targets, engaging with country Customer Relationships Management teams and aligning lead deployment plans across channels
  • Establish a robust tracking discipline to compare and share best practices across countries 
  • Develop key lifecycle contact journeys and implemented globally

To be successful in this role, you should meet the following requirements

  • Regional exposure and previous experience with multi geography team management of Customer Relationship Management
  • Degree qualification in a relevant business discipline in Economics, Marketing, Maths, or Statistics
  • Experience of  strategy development, organizational leadership, across specific financial product categories and customer segments
  • Strong technical knowledge of Customer Relationship Management and digital marketing, and market or industry review for strategy formulation
  • Strong leadership and communication skills.
  • Depth of exposure and experience with Customer Relationship Management and digital marketing
  • Proven experience delivering Customer Relationship Management plans
  • Experience in commercialising new Customer Relationship Management capabilities such as real time decisioning
  • Culturally sensitive and understanding of local customer needs
  • Highly numerate and financially literate
  • Highly effective communicator with excellent interpersonal skills 

For further details and application information please visit our career site, search under reference number 0000BD7C

You’ll achieve more when you join HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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.

Issued by The Hong Kong and Shanghai Banking Corporation Limited

More job information
Job ref no. 0000BD7C (CT3113706-01#0829)
  • N/A
Job Function
Employment Term
  • Full-time
  • 6 years - 7 years
Career Level
  • Senior management level
  • Degree