Wealth Investment Product Specialist
6 days ago
We 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 Responsibilities- Technical Coaching and Development: Provide technical coaching and development to staff teams to achieve business objectives.
- Specialist Services: Work closely with Relationship Management and Wealth Management teams to provide specialist services in business planning and joint meetings.
- Customer Engagement: Engage in joint servicing or calls with customers regarding their investment needs, and participate in client or off-site functions as required.
- Market and Product Updates: Supply timely market and product updates to both staff and customers.
- Product Development: Work closely with wealth management product teams and development teams on new products, product enhancements, and improvements in customer experience.
- Customer Servicing: Assist frontline teams with all customer servicing needs and disputes to ensure seamless support is provided to our customers.
- Education: University degree with honors in economics, finance, business, mathematics, or a related discipline.
- Experience: Solid relationship manager or sales role experience in retail or private or commercial or investment banks or fund houses with a focus on the distribution of investment products.
- Skills: Sound investment consultation and presentation skills, excellent interpersonal and communications skills, and the ability to work effectively as part of a team.
- Knowledge: Strong knowledge of all wealth management products and expertise in customer portfolio management.
- Licenses: Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements.
- Qualifications: Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager, or other professional qualification preferred.
- Language: Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin.
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