Senior Investment Product Expert (Beijing, BJ, CN, 010020)

HSBC
Beijing
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Interpersonal skills","Presentation skills","Customer-focused communication","Coaching","Pressure tolerance"]

Partner with Relationship and Wealth Management teams to deliver specialist services, support business planning, and provide timely market and product updates to staff and customers. Work with product and development teams on new wealth management offerings and customer-experience improvements. Coach frontline and internal sales teams with market and investment product training, assist with customer servicing needs and disputes, and help guide asset allocation, review performance, and rebalance decisions for wealth clients.

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FursaFursa
HSBC
HSBC
19 hours ago

Senior Investment Product Expert (Beijing, BJ, CN, 010020)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Partner with Relationship and Wealth Management teams to deliver specialist services, support business planning, and provide timely market and product updates to staff and customers. Work with product and development teams on new wealth management offerings and customer-experience improvements. Coach frontline and internal sales teams with market and investment product training, assist with customer servicing needs and disputes, and help guide asset allocation, review performance, and rebalance decisions for wealth clients.
Location: Beijing
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Provide specialist services in business planning and support joint meetings with Relationship Management and Wealth Management teams.
  • •Deliver technical and skills coaching to develop staff teams and achieve team business objectives.
  • •Supply timely market and product updates to staff and customers.
  • •Collaborate with wealth management product and development teams on new products and product enhancements to improve customer experience.
  • •Assist frontline teams with customer servicing needs and disputes to ensure seamless support.

Key Requirements

  • •University degree with honors in economics, finance, business or a related discipline.
  • •Extensive experience as a product specialist, financial advisor, or sales manager.
  • •Strong knowledge of wealth management products, including expertise in customer portfolio management.
  • •Excellent interpersonal and presentation skills, with the maturity to build confidence with clients and colleagues.
  • •Fluent written and verbal English.
Experience:Wealth managementInvestmentFinancial services
Education:Bachelor's
Skills:Interpersonal skillsPresentation skillsCustomer-focused communicationCoachingPressure tolerance
Languages:English

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn