at HSBC
OtherPosted 7 days ago
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**Advisory Specialist - Sales Enablement:** Drive widespread adoption of the Prism advisory proposition, train front office on Aladdin platform, handle complex client cases, and unify the advisory proposition across segments. Collaborate across teams to increase client adoption and lead business development activities. Requires 10+ years in banking/asset management, relevant certifications, and strong sales and analytical skills. Fluency in Mandarin and Cantonese is a plus.
- Compensation
- Not specified
- City
- Not specified
- Country
- Hong Kong
Currency: Not specified
Full Job Description
We are currently seeking a high calibre professional to join our team as a Advisory Specialist - Sales Enablement.
In this role you will:
Principal Accountabilities:
- Lead the adoption of Prism as the go-to advisory proposition for clients and enable the successful commercialization of the offering.
- Train and educate the front office to enable them to use Aladdin as the portfolio advisory platform and to allow them to position Prism with conviction to clients.
- Interface with front office to handle complex client cases that can help the bank improve the quality of revenues, the share of wallet or to retain assets.
- Develop the strategy to unify the proposition across client segments and markets.
- Lead discussions for Advisory across pricing and regulatory topics that will impact the overall USP for the business.
- Resolve topics related to contracts and account opening of Prism mandates.
Customers and Stakeholders
- Relationship Managers
- Investment Counsellors
- WPS Product Teams
- Transformation
- IT
- Business Management and Front Office COO
Leadership & Teamwork
- Collaborate with other advisory specialists to increase client adoption of Prism and the overall commercialization of the advisory client journey.
- Lead business development activities of Prism advisory mandates.
- Offer expertise and assistance on Aladdin Wealth on an ongoing basis to RMs and ICs
- Handle queries related to operationalizing Prism including contracts and account opening.
To be successful you will need:
- This opportunity is open to internal candidates who are currently based in Hong Kong and HKMA Type 1 and Type 4 licensed only.
- Degree in finance/business and preferably with other professional accreditations such as CFA
- At least 10 years of experience in banking or asset management
- Relevant experience in private banking or asset management, with a focus on portfolio management or investment advisory
- Strong understanding of asset allocation and portfolio construction across all asset classes
- Client focused with strong sales, analytical, and relationship building skills
- Has previously been actively involved in building advisory propositions
- Sales oriented and an effective communicator
- Ability to speak fluently in Mandarin and Cantonese is a plus
