Wealth Management Specialist

4 weeks ago


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

HSBC 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.

Salary

The estimated annual salary for this role is HK$250,000 - HK$400,000 depending on experience.

Job Description

We are seeking a highly skilled Wealth Management Specialist to join our team in Hong Kong. As a key member of our wealth management team, you will be responsible for providing expert advice to our clients on their financial needs and helping them achieve their financial goals.

Your primary responsibilities will include:

  • Building and maintaining strong relationships with our clients to understand their financial needs and goals
  • Providing expert advice on a range of financial products and services including investment, savings, and borrowing
  • Working closely with other members of the team to ensure seamless delivery of our services to our clients
  • Staying up-to-date with market trends and regulatory changes to ensure our clients receive the best possible service
Required Skills and Qualifications

To be successful in this role, you will need:

  • A degree in a relevant field such as finance, accounting or economics
  • At least 3 years of experience in a similar role, preferably in the banking or financial services industry
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Strong analytical and problem-solving skills, with the ability to provide expert advice to clients
  • Familiarity with financial markets and instruments, including stocks, bonds and derivatives
Benefits

As a Wealth Management Specialist at HSBC, you can expect a competitive salary package, bonuses, and benefits, including:

  • Competitive base salary
  • Bonus structure tied to individual and team performance
  • Comprehensive medical and dental insurance
  • Generous leave entitlements, including paid annual leave, sick leave, and public holidays
  • Ongoing training and development opportunities to enhance your skills and knowledge


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