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Advisory Specialist - Sales Enablement
at HSBC
Tech LeadNo visa sponsorshipOther
Posted 9 hours ago
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- Compensation
- Not specified
- City
- Country
- China
Currency: Not specified
**Advisory Specialist - Sales Enablement:** Drive adoption of Prism as core advisory proposition, steering commercialization. Train sales teams, foster client relationships, and enhance services. SEO terms include: sales enablement, advisory services, client engagement, commercialization, Prism, training, and front office.
We are currently seeking a high calibre professional to join our team as a Advisory Specialist - Sales Enablement.
In this role you will:
Principal Accountabilities:
- Lead the adoption of Prism as the go-to advisory proposition for clients and enable the successful commercialization of the offering.
- Train and educate the front office to enable them to use Aladdin as the portfolio advisory platform and to allow them to position Prism with conviction to clients.
- Interface with front office to handle complex client cases that can help the bank improve the quality of revenues, the share of wallet or to retain assets.
- Develop the strategy to unify the proposition across client segments and markets.
- Lead discussions for Advisory across pricing and regulatory topics that will impact the overall USP for the business.
- Resolve topics related to contracts and account opening of Prism mandates.
Customers and Stakeholders
- Relationship Managers
- Investment Counsellors
- WPS Product Teams
- Transformation
- IT
- Business Management and Front Office COO
Leadership & Teamwork
- Collaborate with other advisory specialists to increase client adoption of Prism and the overall commercialization of the advisory client journey.
- Lead business development activities of Prism advisory mandates.
- Offer expertise and assistance on Aladdin Wealth on an ongoing basis to RMs and ICs
- Handle queries related to operationalizing Prism including contracts and account opening.
To be successful you will need:
- This opportunity is open to internal candidates who are currently based in Hong Kong and HKMA Type 1 and Type 4 licensed only.
- Degree in finance/business and preferably with other professional accreditations such as CFA
- At least 10 years of experience in banking or asset management
- Relevant experience in private banking or asset management, with a focus on portfolio management or investment advisory
- Strong understanding of asset allocation and portfolio construction across all asset classes
- Client focused with strong sales, analytical, and relationship building skills
- Has previously been actively involved in building advisory propositions
- Sales oriented and an effective communicator
- Ability to speak fluently in Mandarin and Cantonese is a plus
