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Senior Investment Product Expert

at HSBC

Back to all Product/Project jobs
HSBC logo
Industry not specified

Senior Investment Product Expert

at HSBC

Mid LevelNo visa sponsorshipProduct/Project Manager

Posted 9 hours ago

No clicks

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
China

**Senior Investment Product Expert** at HSBC's IWPB, serving global customers from retail to ultra-high net worth. Key responsibilities: Collaborate with Relationship Management and Wealth Management teams for business planning and client meetings, coach teams to achieve objectives, deliver market and product news to staff and clients, and contribute to new product development. Required: Proven expertise (7+ yrs) in investment products, strong coaching and communication skills, and proficiency in relevant tools and systems (e.g., CRM, risk management platforms). Bachelor's degree in finance, economics, or related field, plus advanced certifications (e.g., CFA, CFP) preferred.

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 to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

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

You’ll achieve more at HSBC.

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 and 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 HSBC Bank (China) Company Limited

Senior Investment Product Expert

at HSBC

Back to all Product/Project jobs
HSBC logo
Industry not specified

Senior Investment Product Expert

at HSBC

Mid LevelNo visa sponsorshipProduct/Project Manager

Posted 9 hours ago

No clicks

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
China

**Senior Investment Product Expert** at HSBC's IWPB, serving global customers from retail to ultra-high net worth. Key responsibilities: Collaborate with Relationship Management and Wealth Management teams for business planning and client meetings, coach teams to achieve objectives, deliver market and product news to staff and clients, and contribute to new product development. Required: Proven expertise (7+ yrs) in investment products, strong coaching and communication skills, and proficiency in relevant tools and systems (e.g., CRM, risk management platforms). Bachelor's degree in finance, economics, or related field, plus advanced certifications (e.g., CFA, CFP) preferred.

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 to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

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

You’ll achieve more at HSBC.

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 and 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 HSBC Bank (China) Company Limited

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