Simon Fryatt

Experience

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  Nunwood Consulting

  Jul 2005 - Aug 2008

  Market Researcher

  - Undertaking quantitative and qualitative field research for blue chip clients.- Analysing datasets and building them into client presentations in an engaging way.- Compiling client industry research and reports.

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  HSBC

  Sept 2010 - Oct 2013

  Developing and implementing communications for HSBC’s flagship self-directed online fund platform proposition as well as writing and coordinating BAU communications and driving campaigns across wealth from a product perspective.Responsibilities include:- Developing and implementing new engagement initiatives across the wealth business to sustainably drive sales and increase conversion rates.- Authoring and agreeing internal communications and marketing materials as part of BAU, campaigns and projects to concisely and simply get across complicated concepts.- Managing operational, reputational and regulatory risk through correctly identifying and engaging cross-functional senior stakeholders,- Writing and maintaining product literature and internal documents. Show less Developing and implementing a new customer-centric and RDR compliant Financial Advice proposition. Responsibilities included:- Ensuring proposition alignment across Retail and Commercial Advice to ensure a consistent customer journey for HSBC's High Net Worth customers with business banking.- Re-evaluating and rationalising the Advisers’ franchise scope to reduce risk and improve the customer experience. - Repositioning of HSBC’s discretionary wealth product following the regulatory requirement for transparent fee apportionment for advice and suitability reviews. Show less Developing internal and external communications for an online fund platform proposition. I worked with multiple stakeholders across the bank to increase weekly net AUM achieving monthly incremental increases. Responsibilities included:- Optimising the online Customer Journey- Developing and delivering marketing concepts for campaigns- Working with multiple stakeholders across the bank to rapidly respond to business challenges due to restructuring and ongoing RDR developmentsAdditional:- Managing Protection campaign, particularly focussing on internal communications. Show less I worked on optimising the Digital Experience whilst developing digital concepts and delivering customer journeys to help increase cross-channel referrals for Financial Planning appointments.Responsibilities included:- To develop a brand new best-in-class financial planning digital experience on hsbc.co.uk- Development and testing of a new tool used to improve customers' user experience and navigation of Financial Planning and Investments content. - Liasing and managing numerous stakeholders from various agencies to ensure high quality design, development and user testing in tight timescales.- Identifying cost savings and assisting management of the budget Show less Working with Subject Matter Experts I used Business Process Re-engineering methodology with a Customer Journey focus.Responsibilities included:- Engaging stakeholders throughout the organisation and utilising workshops to record cross-entity, international business processes and then mapping them using MS Visio.- Analysing and identifying opportunities to improve the customer journey and help the business make long-term, transformational sustainable saves.- Scoping and delivering digital quick wins through to implementation which introduced cost efficiencies whilst improving the customer journey. Show less

  • Product Manager/Business Implementation Manager - Wealth

    Oct 2012 - Oct 2013

  • Proposition Development Manager

    Apr 2012 - Sept 2012

  • Customer Propositions Graduate

    Sept 2010 - Sept 2012

  • Marketing Product Manager

    Oct 2011 - Apr 2012

  • Digital Experience Manager

    Apr 2011 - Oct 2011

  • Customer Journey Re-engineering Manager

    Sept 2010 - Apr 2011
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  HSBC Global Asset Management

  Oct 2013 - Nov 2016

  Global Product Development Manager

  - Product development of UCITS funds domiciled in Luxembourg/Ireland across equities, fixed income, multi-asset and liquidity funds.- Business development of existing UCITS funds including designing and launching new features.- UCITS fund closures/mergers.- Managing and developing product governance.

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  HSBC Global Asset Management (HK)

  Nov 2016 - Aug 2021

  Senior Manager/Associate Director, Product Development and Management

  - Managing/developing HK/Cayman fund ranges.- Managing distribution of Lux funds via HK from a Product perspective.

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  HSBC Global Asset Management (Hong Kong) Limited

  Aug 2021 - now

  Head of Product, Hong Kong