Wealth Investment Solutions Expert

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

HSBC is a global banking and financial services company with a rich history dating back to 1865. With a presence in over 80 countries, HSBC offers a wide range of personal and corporate banking services to individuals and businesses.

The company has a long-standing commitment to innovation and customer satisfaction, and has been recognized as one of the world's most admired companies by Fortune magazine.

Wealth Investment Product Experts play a critical role in delivering this strategy, providing market updates and supporting Premier Relationship Managers in exploring wealth investment opportunities. Through joint meetings with customers, they understand their needs and provide tailored solutions.

As a Wealth Investment Product Expert, you will be responsible for developing staff teams to achieve business objectives, working closely with Relationship Management and Wealth Management teams to provide specialist services, engaging in joint servicing or calls with customers, supplying timely market and product updates, and collaborating with wealth management product teams on new products and improvements.

To succeed in this role, you will need a university degree with honors in economics, finance, business, mathematics, or a related discipline, solid relationship manager or sales experience in retail or private banks, sound investment consultation and presentation skills, excellent interpersonal and communication skills, strong knowledge of all wealth management products, and relevant insurance and investment licenses.

This position is based in Hong Kong, with multiple work locations available across branches. As an employee of HSBC, you can expect a competitive salary of $ per year, depending on your level of experience, along with benefits such as comprehensive training, flexible working arrangements, and opportunities for professional growth and development within a diverse and inclusive environment.



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