Wealth Investment Product Specialist
2 weeks ago
Unlock Your Potential in Wealth Investment
At 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 Responsibilities
- Provide technical coaching to develop staff teams to achieve business objectives
- Collaborate with Relationship Management and Wealth Management teams to deliver specialist services in business planning and joint meetings
- Engage in joint servicing or calls with customers to address their investment needs, and participate in client or off-site functions as required
- Supply timely market and product updates to both staff and customers
- Work closely with wealth management product teams and development teams on new products, product enhancements, and customer experience improvements
- Assist frontline teams with customer servicing needs and disputes to ensure seamless support for our customers
Requirements
- University degree with honors in economics, finance, business, mathematics, or a related discipline
- Solid relationship manager or sales role experience in retail, private, commercial, or investment banks or fund houses with a focus on investment product distribution
- Sound investment consultation and presentation skills
- Excellent interpersonal and communication skills, with the ability to work effectively as part of a team
- Strong knowledge of wealth management products and 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
Multiple work locations available across Hong Kong, Kowloon, and New Territories.
HSBC offers a competitive compensation package, opportunities for career growth, and a dynamic work environment.
We are an equal opportunities employer and welcome applications from all qualified candidates.
For more information, please refer to the job description.
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