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Wealth Investment Product Expert 投資顧問

4 weeks ago

Central And Western District, Hong Kong SAR China HSBC Full time
Some careers have more impact than others.If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal Banking (WPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.We are currently seeking a high calibre professional to join our team as a

Wealth Investment Product Expert .Principal Responsibilities

As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions providing market updates to support Premier Relationship Managers exploring wealth investment opportunities. You will conduct joint meetings with Premier customers to understand their needs and provide tailored wealth investment solutions. Additionally, you will provide investment product training and coaching to enhance Relationship Managers' product and market knowledge.Provide technical and skills coaching towards developing staff teams to achieve team business objectives.Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings.Engage in joint servicing or calls with customers regarding their investment needs and participate in client or off-site functions as required.Supply timely market and product updates to both staff and customers.Collaborate with the Wealth Management product teams and development team on new products, product enhancements, and improvements in customer experience.Assist frontline teams with all customer servicing needs and disputes to ensure seamless support is provided to our customers.*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories.

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