HSBC | Wealth Investment Product Expert
3 weeks 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, providing market updates to support Premier Relationship Managers exploring wealth investment opportunities. Through joint meetings with Premier customers, you will understand customers’ needs and provide wealth investment solutions. Additionally, you will 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.
*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories.
#J-18808-Ljbffr-
Wealth Investment Solutions Specialist
3 weeks ago
Kowloon, Kowloon City, Hong Kong SAR China HSBC Full timeSeize a career opportunity that's rich in potential!HSBC offers a dynamic work environment where you can grow and develop your skills. With a global network and breadth of expertise, we support individuals, families, business owners, investors, and entrepreneurs.Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of...
-
HSBC | Insurance Product Expert 財務策劃經理
3 weeks ago
kowloon, Hong Kong SAR China HSBC Full timeSome careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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...
-
HSBC | Outreach Insurance Specialist
3 weeks ago
kowloon, 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...
-
HSBC | Customer Service Officer
3 weeks ago
kowloon, Hong Kong SAR China HSBC Full timeSome careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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...
-
HSBC | Senior Customer Service Officer
3 weeks ago
kowloon, Hong Kong SAR China HSBC Full timeSome careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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...
-
HSBC | Mobile Insurance Specialist
3 weeks ago
kowloon, Hong Kong SAR China HSBC Full timeAs an Insurance Specialist, you will be a professional financial consultant to our new and existing Premier customers. With the strong customer base, you are able to fully utilize your knowledge and expertise to provide comprehensive wealth consultation service while collaborating with our professional Relationship Managers and Investment Specialist Team to...
-
HSBC | Assistant Manager, SME and Projects
1 month ago
kowloon, Hong Kong SAR China HSBC Full timeSome 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. HSBC Life is a...
-
Customer Service Officer
1 week ago
Kowloon, Kowloon City, Hong Kong SAR China HSBC Full timeAbout HSBCHSBC is a global banking and financial services organization with a presence in many countries around the world. Our goal is to provide our customers with comprehensive banking and wealth management services, helping them manage their finances and build a secure financial future.Job OverviewWe are seeking a highly skilled Customer Service Officer...
-
kowloon, Hong Kong SAR China ZIPP Wealth Management Limited Full timeGet AI-powered advice on this job and more exclusive features. As a well-funded and fast-growing venture company, energetic and passionate talents is always our priority. There are many advantages to startup your career in a next generation digital enabled venture company like us: Company Description ZIPP is a well-funded venture by Zurich Insurance (Hong...
-
kowloon, Hong Kong SAR China KOS International Limited Full timeWealth Management Manager (64005) Tsim Sha Tsui, Hong Kong We are seeking a dynamic and experienced Wealth Management Manager to join the team. The ideal candidate will have a strong background in financial services, exceptional client relationship skills, and a proven track record in wealth management. As a Wealth Management Manager, you will be responsible...
-
Marketing Strategist
7 days ago
Kowloon, Kowloon City, Hong Kong SAR China ZIPP Wealth Management Limited Full timeCompany Overview\ZIPP Wealth Management Limited is a well-funded venture by Zurich Insurance (Hong Kong) and IPP International Wealth Management Limited. We are on a mission to digitally transform the traditional wealth management industry through digital innovation and collaboration in Marketing and Business Sales Operation.\We believe that our success lies...
-
Product Quality Assurance Expert
7 days ago
Kowloon, Kowloon City, Hong Kong SAR China ConnectedGroup Full timeCompany Overview:">One of the most iconic mass retailers in Hong Kong is seeking a Product Quality Assurance Expert to join their team.">About the Role:">This exciting opportunity offers a competitive salary, with an estimated annual salary of $HKD 720,000 - $1,080,000, depending on experience. You will be working in the Hong Kong office, enjoying a highly...
-
AXA Hong Kong | AXA Wealth Management
17 hours ago
kowloon, Hong Kong SAR China AXA Hong Kong Full timeAXA Wealth Management - Full / Part Time AXA Hong Kong Kowloon, Hong Kong SAR 6 days ago Be among the first 25 applicants Responsibilities Provides Financial Strategies for Clients, Identifies Objectives and Constraints Formulates Wealth Management Solutions with Strong Communication, Analytical, and Presentation Skills Conducts Investment Research and Stays...
-
Head of Payments, Wealth, Asia North
2 months ago
kowloon, Hong Kong SAR China Citigroup Inc. Full timeCiti connects millions of people across hundreds of cities and countries every day. We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions. Shape your Career with Citi Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of...
-
kowloon, Hong Kong SAR China Standard Chartered Full timePress Tab to Move to Skip to Content Link Responsibilities Leading Portfolio Review conversations with clients Focusing on growing the business, and empowering RMs with advisory skills and tools Targeted engagement with high potential clients – aim to upgrade to Priority Private Drive adoption of digital advisory tools Advisory focused RM training Upgrade...
-
Highly Skilled Security Expert
4 weeks ago
Kowloon, Kowloon City, Hong Kong SAR China Chubb Fire and Security Ltd Full timeChubb Fire & Security Ltd is seeking a skilled security expert to join their team in Kowloon Bay, Hong Kong. This full-time position requires the individual to be based in 10F OCTA TOWER, where they will work on various projects to ensure the safety and security of customers.This role offers an estimated salary of HKD 600,000 - HKD 800,000 per year, making...
-
Digital Product Design Expert
7 days ago
Kowloon, Kowloon City, Hong Kong SAR China FastLaneRecruit Full timeAbout the RoleWe are seeking a skilled UI/UX Designer to join our dynamic team at FastLaneRecruit. As a key member of our digital product design space, you will play a crucial role in designing and enhancing user interfaces and experiences.ResponsibilitiesConduct thorough user research to understand user behaviors, needs, and pain points.Analyze data and...
-
Apparel Development and Sourcing Expert
4 days ago
Kowloon, Kowloon City, Hong Kong SAR China ConnectedGroup Full timeAbout ConnectedGroup:ConnectedGroup is one of the largest garment operations in the world, driven by a simple formula of combining quality garments, on-time delivery, and product innovation. They are well-known as a supplier in the U.S. market.The Role:This Fabric Sourcing Executive position involves several key duties, including:Understanding product...
-
Digital Transformation Expert
2 weeks ago
Kowloon, Kowloon City, Hong Kong SAR China Hoper Recruitment Consultancy Full timeHoper Recruitment Consultancy is seeking a seasoned IT Support professional to join their team. About the CompanyA multinational healthcare company with a global presence is looking for an experienced IT Specialist to lead digital transformation initiatives.Job DescriptionWe are seeking a Digital Transformation Expert who will drive employee productivity...
-
Data Science and Engineering Expert
2 weeks ago
Kowloon, Kowloon City, Hong Kong SAR China AS Watson Full timeAbout AS WatsonAS Watson is an international retail group with over 16,000 stores across 28 markets in Asia and Europe. We believe in the importance of teamwork and personal growth, creating a dynamic and award-winning international family.Role PurposeWe are seeking a talented Data Science and Engineering Expert to join our Ai Lab team. The primary focus of...