Senior Investment Product Expert
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What you'll do
- Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
- Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
- Supply timely market and product updates to both staff and customers
- Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience
- Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers
What they're looking for
- University degree with honors in economics, finance, business or a related discipline.
- Working experience as a product specialist, financial advisor or sales manager.
- Strong knowledge of all wealth management products and with expertise in customer portfolio management
- Excellent interpersonal skills and presentation skills
- A mature individual able to instill confidence with colleagues and clients alike
- Fluent written and verbal English
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
HSBC International Wealth and Premier Banking (IWPB)
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth.
Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff
We are currently seeking an experienced professional to join our team.
In this role, you will:
- Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
- Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
- Supply timely market and product updates to both staff and customers
- Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience
- Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers
To be successful in the role, you should meet the following requirements:
- University degree with honors in economics, finance, business or a related discipline.
- Working experience as a product specialist, financial advisor or sales manager.
- Strong knowledge of all wealth management products and with expertise in customer portfolio management
- Excellent interpersonal skills and presentation skills
- A mature individual able to instill confidence with colleagues and clients alike
- Fluent written and verbal English
www.hsbc.com.cn/careers |
Company
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