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Wealth Investment Solutions Expert

2 weeks ago

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

HSBC Overview

Wealth and Personal Banking (WPB) at HSBC helps deliver on the bank's purpose of opening up a world of opportunity by providing customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.

The international network and breadth of expertise enable WPB to support individuals, families, business owners, investors, and entrepreneurs. There are four key business areas responsible for efficiently bringing the best of HSBC to 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.

Job Description

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 in exploring wealth investment opportunities. You will conduct joint meetings with Premier customers to understand their needs and provide tailored wealth investment solutions.

  • Provide technical and skills coaching to develop staff teams to achieve team business objectives.
  • Work closely with 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 required.
  • Supply timely market and product updates to both staff and customers.
  • Collaborate with Wealth Management product teams and development team on new products, product enhancements, and improvements in customer experience.
  • Assist frontline teams with all customer servicing needs and disputes to ensure seamless support is provided to our customers.