Channel Strategy and Insights Specialist

The Channel Strategy and Insights area was recently created to drive the definition of the future state of our channels by evaluating HSBC and the market situation, the current trends, other players and industries to generate insightful analyses that will support decision-making and support the senior stakeholders to make decisions. It will also support on achieving our main KPIs by producing fact-based analyses and recommendations.

The Channel Strategy and Insights Specialist will be responsible for generating evaluating and generating insights to support the strategic channels objectives, projects, planning, performance management, regulatory requests and decision-making.

Main responsibilities include:

• Conduct analysis to detect trends, opportunities and risks,
• Work with other areas in WPB to discuss and validate findings
• Produce documents with findings and recommendations to present to stakeholders
• Support stakeholders in decision making or problem solving by providing analyses
• Ensure the continued development analytical capability in order to respond to business requirements
• Recommend deep dive priorities based on analyses of KPIs. These may be forecasts, sales analyses, customer trends, expenditure reports, scenario models, statistical analyses, organizational metrics and benchmark reports.
• Manage the provision of developmental activity for team members and oversee their work schedules to ensure optimum coverage for stakeholders

Principal Accountabilities:

• Make recommendations for Strategic Channels to achieve targets (sales, adoption, service etc.)
• Deliver fact-based analyses with different points of view
• Identify AOP risks and opportunities and recommend pro-active actions

Customers

• Engages with our colleagues and stakeholders (Business Management and Strategic Channels) to build a trust-based relationship on a continuing basis

Leadership and Teamwork

• Foster a diverse, inclusive and open environment
• Drive teamwork and collaboration
• Maintain a proactive attitude to materialize projects.

  Operational Effectiveness & Control

• Establishes and operates control procedures to ensure quality standards
• Maintains HSBC internal control standards

Major Challenges

• Understanding internal and external factors affecting results to enable insightful recommendations
• Going beyond the existing information, probing and working with different areas to deliver solid ideas
• Generate initiatives to improve Strategic Channels KPIs
• Integrate all Strategic Channels sales figures and standardise them

Role Context

• The role holder will be based in Mexico City
• This position will provide support to the Strategic Channels areas due to the different reports and analysis which will be created and improved

Knowledge & Experience / Qualifications

The role holder needs to have knowledge and experience in the following areas:

• Bachelor of Systems, Administration, Finance, Actuary or related
• Highly developed communication skills, both written and verbal, to explain complex or technical issues.
• Very strong analytical ability and problem solving skills - excellent attention to detail and the ability to see things through to completion.  The ability to quickly understand customer and operational considerations, e.g. risk. 
• High levels of resilience and self-motivation – able to self-manage and deliver to committed timescale.
• Adaptive – the ability to approach things differently or do different things to deliver goals.
• Strong team player – highly collaborative recognizing their specialized role in a larger programme of work and acknowledging other areas/individuals roles and responsibilities.