AVP Investment Product Expert
Job Summary
Some careers shine brighter than others
International Wealth and Premier Banking (IWPB) helps deliver on HSBCs 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. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and together with our Private Bank are present across the worlds most important markets booking centres and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
We are currently seeking an experienced professional to join this team in the role of AVP Investment Product Expert.
Responsibilities:
Adding value to clients with more complex needs e.g. Premier clients
Assisting PRMs in understanding clients better meeting clients together with PRMs when required making suitable recommendations and helping clients understand the value and risks of solutions available to them
Following the needs-based sales process giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC
Conducting product training to support and deliver new product launches and leading client education events to help client gain better knowledge of financial markets and financial solutions
To be successful in this role you should meet the following requirements:
Solid job experience in Investment for minimum 7 (seven) years
Hold minimum bachelors degree
Extensive wealth management products knowledge
Strong discipline sales-driven and proactive to deliver excellence outcome
Good interpersonal skill persuasive and has ability to influence others through positive attitude and exemplary behaviour
Problem solving skills as well as - sufficient understanding and strong commitment to comply with prevailing regulations and internal procedures
Youll achieve more at HSBC
HSBC is committed to building a culture where all employees are valued respected and every opinion counts. We take pride in providing a workplace that fosters professional development flexible working and opportunities to grow within an inclusive and diverse environment. We want everyone to achieve their potential with equality regardless of gender ethnicity disability religion age or any other trait protected by applicable law. If you need any support or have any access requirements we encourage you to inform us through email atat the time of your application so that we can support you through your recruitment journey.
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.