Wealth Investment Product Expert 投資顧問
2 months ago
Some careers grow faster than others.
If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.
As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions provide market updates to support Premier Relationship Managers exploring wealth investment opportunities. Through joint meeting with Premier customers to understand customers’ needs and provide wealth investment solutions. On top of joint meeting, Investment Product Expert provide investment product training & coaching to enhance Relationship Managers' product and market knowledge.
Principal responsibilities
- Provide technical and skills coaching towards developing staff teams in order 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 and when required
- 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
Requirements
- University degree with honors in economics, finance, business, mathematics or a related discipline
- Solid relationship manager or sales role experience in either retail or private or commercial or investment banks or fund houses with a focus on the distribution of investment products
- Sound investment consultation and presentation skills
- Excellent interpersonal and communications skills, with the ability to work effectively as part of a team
- Strong knowledge of all wealth management products and with expertise in customer portfolio management
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
- Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other professional qualification preferred
- Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin
http://www.hsbc.com/careers
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 an 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 The Hongkong and Shanghai Banking Corporation Limited.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management
5k2024ADVHK
-
Wealth Investment Product Expert 投資顧問
6 months ago
Hong Kong, Hong Kong SAR China HSBC Full timeSome careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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...
-
投後管理崗-投資經理
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Group Investment Limited Full time投後管理崗職責負責持續跟蹤被投企業的經營和財務狀況,識別、預警和處理專案風險情況。負責持續跟蹤研究投資專案所涉及的行業及區域經濟的變化情況、資本市場表現等。負責定期開展專案風險分類評估,根據專案情況及時開展風險排查。負責研究被投企業股東(大)會...
-
財務盡調與估值崗-經理/高級經理/副總裁
2 months ago
Hong Kong, Hong Kong SAR China Bank of China Group Investment Limited Full timeDescription： 1. 研究並跟蹤股權投資領域發展情況、未來趨勢，對擬投資項目前期論證提供財務專業意見。 2....
-
Wealth Investment Product Expert
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout HSBCHSBC is a leading global banking and financial services organization with a presence in over 80 countries. Our mission is to provide a wide range of financial services to individuals, businesses, and institutions, helping them to achieve their financial goals.About the RoleWe are seeking a highly skilled and experienced Wealth Investment Product...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementAs a leading European Union bank and one of the world's largest financial institutions, BNP Paribas offers a wide range of financial services for corporate, institutional, and private investors. Our wealth management division provides expert advice and tailored solutions to help clients achieve their financial goals.Job...
-
Wealth Investment Product Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob Title: Wealth Investment Product ExpertHSBC is seeking a high-calibre professional to join our team as a Wealth Investment Product Expert.About the RoleAs 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...
-
Wealth Investment Product Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential in Wealth ManagementHSBC is seeking a high-calibre professional to join our Wealth and Personal Banking team as a Wealth Investment Product Expert.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 in exploring...
-
Wealth Investment Product Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob Title: Wealth Investment Product ExpertAbout the Role:We are seeking a high-calibre professional to join our team as a Wealth Investment Product Expert. As a subject matter expert on Wealth Investment Solutions, you will provide market updates to support Premier Relationship Managers exploring wealth investment opportunities. Through joint meetings with...
-
投後管理崗-經理/高級經理/副總裁
2 months ago
Hong Kong, Hong Kong SAR China Bank of China Group Investment Limited Full timeDescription： 1. 持續跟蹤被投企業的經營和財務狀況，識別、預警和處理專案風險情況。 2. 持續跟蹤研究投資專案所涉及的行業及區域經濟的變化情況、資本市場表現等。 3. 定期開展專案風險分類評估，根據專案情況及時開展風險排查。 4....
-
Wealth Investment Product Specialist
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob Title: Wealth Investment Product ExpertHSBC is seeking a high-calibre professional to join our team as a Wealth Investment Product Expert. This role will be responsible for providing technical and skills coaching to staff teams to achieve business objectives, working closely with Relationship Management and Wealth Management teams, and engaging in joint...
-
Wealth Investment Product Specialist
2 months ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Wealth Investment Product Expert to join our team at HSBC. As a key member of our Wealth and Personal Banking division, you will play a critical role in providing expert advice and guidance to our customers on investment products and solutions.Key ResponsibilitiesTechnical Coaching and...
-
Wealth Investment Product Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential in Wealth InvestmentHSBC is seeking a high-calibre professional to join our team as a Wealth Investment Product Expert. As a key member of our Wealth and Personal Banking team, you will play a critical role in delivering exceptional wealth management solutions to our clients.Key Responsibilities:Provide technical coaching and skills...
-
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJob DescriptionBNP Paribas Wealth Management is seeking a Senior Investment Counselor to provide holistic investment advice to clients. The ideal candidate will have at least 10 years of experience in portfolio management and a strong understanding of financial markets.Key ResponsibilitiesProvide investment advice to clients based on their risk profile and...
-
Wealth Investment Product Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeUnlock Your Potential in Wealth InvestmentAt HSBC, we're committed to helping our customers achieve their financial goals. We're seeking a skilled Wealth Investment Product Expert to join our team in Hong Kong, Kowloon, or New Territories.Key ResponsibilitiesProvide technical coaching to develop staff teams to achieve business objectivesCollaborate with...
-
Senior Investment Counselor, Wealth Management
4 weeks ago
Hong Kong, Hong Kong SAR China BNP Paribas Wealth Management Full timeAs the leading European Union bank, and one of the world's largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and insurance. We...
-
APAC Graduate Programme in Wealth Management
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeJoin BNP Paribas Wealth Management in Hong KongWe are seeking a talented and motivated individual to join our Wealth Management team in Hong Kong as an Investments Services Analyst. This is a unique opportunity to develop your skills and knowledge in investment products and services, and to contribute to the success of our business.About the RoleAs an...
-
Hong Kong, Hong Kong SAR China L'Oréal Full time關於KÉRASTASE ...
-
Investment Products Management Manager
3 months ago
Hong Kong, Hong Kong SAR China The Bank of East Asia Full timeResponsibilities Assist Section Head of investment Products Management to drive retail investment revenue growth under Personal Banking Division (“PBD”), BEA Hong Kong (“BEAHK”). Support business and marketing activities on investment products (include Unit Trusts, Bonds, Structured Products, Treasury and FX products). Ensure all initiatives...
-
Wealth Advisor
5 days ago
Hong Kong, Hong Kong SAR China CICC Full time工作职责 1.负责本组工作目标的制定、拆解与执行，协助敏捷团队实现业务目标达成； Lead the team in target setting、decomposition andimplementation to meet target set by PO; 2.负责为本区域内的全光谱客户提供标准化的财富规划和资产配置组合建议服务；...
-
Wealth Management Team Head
3 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full timeAbout BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.Job PurposeThe Team Head, Relationship Management, Wealth Management...
