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Posted 5 days ago

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**Senior Wealth Product Expert Manager - Investment** Drive premier proposition strategy, acting as specialist wealth expert. Deployed to complex clients, collaborate with Relationship Managers to understand client needs, make suitable recommendations, and enhance the wealth experience. Key responsibilities include acting as a wealth expert in investment, trusts, FX, and structured products; supporting Relationship Managers in client interactions and providing product training. Requires strong influencing and communication skills, understanding of Group Wealth Strategy, and relevant licenses (Trust Level 4, SPS, SITE, LIFE, LIFEFX). This senior role demands ambition, delivery focus, and decision-making that protects HSBC and the business.

Compensation: Not specified
City: Not specified
Country: Not specified

Full Job Description

International Wealth and Premier Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the worlds largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers needs.

People Responsibility: N
Reports To: VP Wealth Coach
Role Purpose:
- The Premier proposition is a strategic priority for HSBC and the role of Investment Product Expert (PE) is a key contributor in achieving the proposition objectives. The role is a specialist role and is part of the Premier and Wealth Consulting Team.
- Senior PE is usually deployed to add value to clients with more complex needs, e.g. Premier and Premier Elite clients and is assigned to a team of Premier Relationship Managers (PRMs). Whilst PRMs own the end-to-end advisory and sales process with clients, PE assists 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.
- At times the PE may also conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions. PE also needs to follow the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience.
- The jobholder is expected to support PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC per listed outcomes below
  1. Acting as a wealth expert in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts etc.
  2. Adding value to clients with more complex needs, e.g. Premier and Premier Elite clients
  3. 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
  4. Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
  5. Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC
  6. 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

Influencing and client-oriented communication skills
Understanding of Group Wealth Strategy and the ability to plan own activities accordingly
Ambitious about providing the highest standards of delivery to colleagues and customers
Ambition of reaching goals for self and ability to deliver these with courage and tenacity
Making considered decisions that protect HSBC and the business

Prerequisite Licenses as follows:

(Trust Level 4)
(SPS) (FDSP)
(SITE/SICE)
(LIFE): 0~3M
(LIFEFX): 0~3M

Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.

Full Job Description

People Responsibility: N
Reports To: VP Wealth Coach
Role Purpose:
- The Premier proposition is a strategic priority for HSBC and the role of Investment Product Expert (PE) is a key contributor in achieving the proposition objectives. The role is a specialist role and is part of the Premier and Wealth Consulting Team.
- Senior PE is usually deployed to add value to clients with more complex needs, e.g. Premier and Premier Elite clients and is assigned to a team of Premier Relationship Managers (PRMs). Whilst PRMs own the end-to-end advisory and sales process with clients, PE assists 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.
- At times the PE may also conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions. PE also needs to follow the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience.
- The jobholder is expected to support PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC per listed outcomes below
  1. Acting as a wealth expert in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts etc.
  2. Adding value to clients with more complex needs, e.g. Premier and Premier Elite clients
  3. 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
  4. Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
  5. Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC
  6. 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

Influencing and client-oriented communication skills
Understanding of Group Wealth Strategy and the ability to plan own activities accordingly
Ambitious about providing the highest standards of delivery to colleagues and customers
Ambition of reaching goals for self and ability to deliver these with courage and tenacity
Making considered decisions that protect HSBC and the business

Prerequisite Licenses as follows:

(Trust Level 4)
(SPS) (FDSP)
(SITE/SICE)
(LIFE): 0~3M
(LIFEFX): 0~3M

Senior Wealth Product Expert Manager - Investment

Full Job Description

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Full Job Description

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