Some careers shine brighter than others
If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.
Retail Banking and Wealth Management serves millions of customers worldwide with a complete range of banking and wealth management services
to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric
propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as
Investment Product Expert.
In this role, you will
Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
Engage in joint servicing or calls with customers regarding their investment needs, and participate in client or off site functions as and when required
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 this role, you should meet the following requirements
University degree with honors in economics, finance, business, mathematics or a related discipline
Solid relationship manager or sales role experience in either retail or private or commercial or investment banks or fund houses with a focus on the distribution of investment
Sound investment consultation and presentation skills
Excellent interpersonal and communications skills, with the ability to work effectively as part of a team
Strong knowledge of all wealth management products and with expertise in customer portfolio management
Licensed for promoting investment and insurance products
Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other professional qualification preferred
Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin
For further details and application information please visit our career
site, search under reference number 0000BN2I
Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace
that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement,
which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited