Wealth Investment Product Specialist

1 month ago


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

HSBC offers a dynamic career opportunity as a Wealth Investment Product Specialist in Hong Kong. The role is ideal for professionals seeking to advance their careers in wealth management and investment product expertise.

The successful candidate 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 servicing or calls with customers regarding their investment needs.

A key aspect of the role is supplying timely market and product updates to both staff and customers, as well as collaborating with the wealth management product teams and development team on new products and customer experience enhancements.

We are seeking a highly skilled individual with a university degree in economics, finance, business, mathematics, or a related discipline, and relevant experience in relationship manager or sales roles in retail or private/commercial/investment banks or fund houses.

The ideal candidate will possess strong knowledge of all wealth management products, excellent interpersonal and communication skills, and fluency in English and Cantonese languages, with a communicative level of Mandarin.

The estimated salary range for this position is approximately HKD 800,000 - 1,200,000 per annum, depending on qualifications and experience.

Benefits include opportunities for professional growth and development, a competitive compensation package, and a collaborative work environment at HSBC.



  • 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Are you looking for a challenging and rewarding career in private wealth management? We are seeking an experienced Investment Banking Specialist to join our team at Bank of China (Hong Kong) Limited.About the RoleThis is a key role that will involve working closely with our investment consultants to analyze market trends and prepare investment proposals. You...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    We are seeking a highly skilled and experienced Senior Wealth Management Product Development Specialist to join our team at Bank Of China (Hong Kong) Limited. As a key member of our product development team, you will be responsible for leading the end-to-end product development process, from ideation to launch, ensuring timely and successful delivery.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Job DescriptionWe are seeking a highly skilled Senior Investment Product Specialist to join our team at Global Executive Consultants Ltd. in Private Wealth Management.Key Responsibilities:Product Due Diligence: Conduct thorough reviews, obtain approvals, and monitor ongoing product performance.Documentation and Records: Ensure completeness and accuracy of...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full time

    Gentleman Capital Limited seeks a Senior Wealth Management Specialist to join our team in Hong Kong. As an Investment Consultant, you will be responsible for providing comprehensive investment services to our high-net-worth clients.Job DescriptionYou will analyze client portfolios and provide tailored investment recommendations based on their risk tolerance...

  • FX Specialist

    3 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job OverviewHang Seng Bank Limited is committed to service excellence and seeks a highly skilled FX Specialist to join our team. The ideal candidate will have strong knowledge of investment products, retail banking experience, and excellent interpersonal skills.Job DescriptionWe are seeking a seasoned professional with expertise in structured products, FX,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full time

    Job DescriptionWe are seeking an exceptional Strategic Wealth Partnership Specialist to join our team at Frontier Financial Group.About the RoleThis is a unique opportunity to leverage your expertise in wealth management and client relationships to drive business growth and success. As a Strategic Wealth Partnership Specialist, you will be responsible for...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    CICC is seeking a highly skilled Wealth Management Specialist to join our team.About the RoleThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. The successful candidate will be able to understand client needs and requirements, identify investment opportunities,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Company OverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction.Salary and BenefitsThe successful candidate can expect a competitive salary of HK$55,000 - HK$70,000 per month, depending on experience, plus benefits such as medical insurance, retirement plan, and annual...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gough Recruitment Full time

    Gough Recruitment is seeking a seasoned Product Specialist to join our team. This exciting role will see you leverage your expertise in product management and wealth management to drive business growth.About the RoleAs a Product Specialist, you will be responsible for providing market insights to family offices and high net worth individuals. Your key...


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

    Company OverviewHSBC is a global banking and financial services organization that provides a wide range of products and services to individuals and businesses. With a presence in over 80 countries, we are one of the largest banking and financial services organizations in the world.SalaryThe estimated annual salary for this role is HK$250,000 - HK$400,000...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing GroupThe Dah Sing Group is a leading financial services group in Hong Kong, offering banking, insurance, and other related services through its network. Our values are caring, teamwork, and progressiveness. We believe in individual growth and a sense of pride in our work environment.We are seeking a Wealth Management Sales Executive to join...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time

    About the Role:We are seeking a highly skilled Wealth Services Manager to join our team at Dah Sing Bank. As a key member of our wealth management team, you will be responsible for providing excellent service to satisfy customers' wealth management needs and soliciting wealth business through non-face-to-face channels.Main Responsibilities:Meet or exceed...


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

    Job SummaryWe are seeking a highly skilled Mobile Insurance Specialist to join our team in Hong Kong. As a key member of our insurance sales team, you will be responsible for identifying and capturing insurance business opportunities with our Premier customers.About the RoleThe successful candidate will have extensive wealth management and insurance product...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    About Hang Seng BankHang Seng Bank Limited is a leading bank in Hong Kong, committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.We offer a dynamic working environment, good career development...


  • Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Limited Full time

    Job Description:We are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team at Frontier Financial Group Limited.About the Role:The successful candidate will be responsible for providing exceptional wealth management services to high-net-worth clients, building long-term relationships, and exploring new business...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi is a leading global bank that provides a wide range of financial services to individuals, corporations, governments, and institutions. As a Senior Wealth Management Specialist in Hong Kong, you will have the opportunity to work with our team of experienced professionals to deliver high-quality investment solutions to our clients.**Job Description**

  • Investment Strategist

    1 month ago


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

    About the RoleWe are seeking an experienced Investment Specialist to join our team in Hong Kong. As a key member of our investment team, you will play a critical role in delivering exceptional investment experiences and services to our clients.Company OverviewPictet is one of the world's leading independent wealth and asset managers. Founded in 1805, we have...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Hang Seng Bank Limited OverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction.Estimated Salary: HKD 650,000 - HKD 850,000 per annumAbout the JobWe are seeking a high-caliber Assistant Product Development Manager, Digital Wealth to join our team. The successful candidate will...