at HSBC
OtherPosted 6 days ago
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**Senior Investment Product Expert** Lead cross-functional teams, providing expert market insights and strategic planning for business growth. This role requires a seasoned professional with extensive experience in wealth management products, excellent interpersonal skills, and proficiency in English. Key responsibilities include: - Collaborating with Relationship Management and Wealth Management teams to deliver specialist services in business planning and joint meetings. - Coaching staff on technical and sales skills to achieve team business objectives. - Keeping both staff and customers abreast of market trends and product updates. - Working closely with product teams to develop new products and improve customer experience. - Resolving customer servicing needs and disputes. Candidates should possess a university degree in economics, finance, business, or a related field, with proven expertise in customer portfolio management. Fluent English is essential. This role is part of HSBC's International Wealth and Premier Banking (IWPB) division, serving a global customer base.
- Compensation
- Not specified
- City
- Not specified
- Country
- China
Currency: Not specified
Full Job Description
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 to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an experienced professional to join our team.
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
To be successful in the role, you should meet the following requirements:
- University degree with honors in economics, finance, business or a related discipline.
- Accumulated extensive 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
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Issued by HSBC Bank (China) Company Limited
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