HSBC Group

GCB 5

Some careers grow faster than others.

If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC.

Wealth and Personal Banking (WPB) helps deliver on HSBC’s 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. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Wealth Investment Product Expert.

As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions provide market updates to  support Premier Relationship Managers exploring wealth investment opportunities. Through joint meeting with Premier customers to understand customers’ needs and provide wealth investment solutions. On top of joint meeting, Investment Product Expert provide investment product training & coaching to enhance Relationship Managers' product and market knowledge.

Principal responsibilities

• 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

*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

• 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 products
• 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
• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
• 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

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

You’ll achieve more at HSBC.

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.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

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