Wealth Investment Solutions Specialist

3 weeks ago

Kowloon, Kowloon City, Hong Kong SAR China HSBC Full time

Seize a career opportunity that's rich in potential

HSBC offers a dynamic work environment where you can grow and develop your skills. With a global network and breadth of expertise, we support individuals, families, business owners, investors, and entrepreneurs.

Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our 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.

We are currently seeking a high calibre professional to join our team as a Wealth Investment Solutions Specialist. This role is ideal for those who want to develop their expertise in wealth investment solutions and provide market updates to support Premier Relationship Managers exploring wealth investment opportunities.

About the Role:

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

The successful candidate will have a strong understanding of wealth investment solutions and be able to provide expert advice to Premier customers. You will also be expected to work closely with the Relationship Management and Wealth Management teams to provide specialist services in business planning and joint meetings.

This is an excellent opportunity for someone who wants to develop their skills in wealth investment solutions and make a meaningful contribution to our team. If you are a motivated and experienced professional looking for a new challenge, please apply now

Key Responsibilities:

  • Developing and maintaining knowledge of wealth investment solutions and market trends.
  • Providing expert advice to Premier customers on wealth investment opportunities.
  • Working closely with the Relationship Management and Wealth Management teams to provide specialist services in business planning and joint meetings.
  • Assisting the frontline teams with all customer servicing needs and disputes.

What We Offer:

  • A competitive salary range HKD 800,000 - HKD 1,200,000 per annum, depending on experience.
  • A comprehensive benefits package, including medical insurance, retirement plan, and paid time off.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment with a diverse team of professionals.

Location: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories.

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