Sr Investment Product Expert
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Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
HSBC International Wealth and Premier Banking (IWPB)
Within International Wealth and Premier Banking (IWPB) we serve 41 million customers globally including 6.7 million who are international from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage protect and grow their wealth. Our wealth management teams provide financial planning and advice and market insight and updates as well as products in areas such as investments deposits insurance financing and foreign exchange. They include relationship managers who work to understand the financial needs of clients and create strategies to meet their objectives as well as technical product experts sales managers and support staff
In this role you will:
- Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
- Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
- 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
- 开展卓越理财客户的陪访工作发掘客户财富管理需求根据客户的风险水平和投资偏好支持客户做出资产配置决策
- 针对内部销售团队进行市场和投资产品的介绍更新和培训工作
- 针对卓越理财客户经理进行市场产品和沟通能力的辅导工作制定和落实提高改善计划
- 对卓越理财客户现有资产配置表现进行回顾支持客户的再平衡决策
- 根据分支行需求主讲和支持财富管理讲座和论坛分享银行对市场的观点和财富管理理念
To be successful in the role you should meet the following requirements:
- University degree with honors in economics finance business or a related discipline.
- Minimum 5 years of working experience as a product specialist financial advisor or sales manager.
- Strong knowledge of all wealth management products and with expertise in customer portfolio management
- Excellent interpersonal skills and presentation skills
- A mature individual able to instill confidence with colleagues and clients alike
- Fluent written and verbal English
- 经济金融商业或相关学科本科或以上学历
- 5年以上的金融机构财富管理投资顾问销售或团队领导工作经验
- 熟悉环球和国内投资市场具备扎实的财富管理相关产品知识
- 良好的表达能力和公开演讲能力
- 成熟独立抗压能力强亲和力较强对客户沟通和帮助他人提高充满热情
- 良好的英文听说读写能力
Required Experience:
Senior IC
Key Skills
About Company
HSBC Holdings plc is a British multinational investment bank and financial services holding company. It was the 7th largest bank in the world by 2018, and the largest in Europe, with total assets of US$2.558 trillion.
