18 hours ago

Senior Investment Product Expert (Beijing, BJ, CN, 100005)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Partner with Relationship Management and Wealth Management teams to deliver specialist support through business planning and joint meetings. Provide technical coaching to help staff achieve team objectives, share timely market and product updates, and collaborate with wealth management product and development teams on new products and customer experience improvements. Support frontline customer servicing needs, including handling disputes, with a strong focus on wealth management and portfolio expertise.

Location: Beijing

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Work closely with Relationship Management and Wealth Management teams to provide specialist services in business planning and joint meetings.
•Provide technical and skills coaching to staff teams to achieve team business objectives.
•Supply timely market and product updates to both staff and customers.
•Collaborate with wealth management product teams and development teams on new products, enhancements, and improvements to 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 related discipline.
•Working experience as a product specialist, financial advisor, or sales manager.
•Strong knowledge of wealth management products and expertise in customer portfolio management.
•Excellent interpersonal and presentation skills.
•Fluent written and verbal English.

Education:Bachelor's

Skills:Interpersonal skillsPresentation skillsCoachingMaturityClient confidence

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: 3.6

Website LinkedIn

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HSBC

18 hours ago

Senior Investment Product Expert (Beijing, BJ, CN, 100005)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: Beijing

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Work closely with Relationship Management and Wealth Management teams to provide specialist services in business planning and joint meetings.
•Provide technical and skills coaching to staff teams to achieve team business objectives.
•Supply timely market and product updates to both staff and customers.
•Collaborate with wealth management product teams and development teams on new products, enhancements, and improvements to 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 related discipline.
•Working experience as a product specialist, financial advisor, or sales manager.
•Strong knowledge of wealth management products and expertise in customer portfolio management.
•Excellent interpersonal and presentation skills.
•Fluent written and verbal English.

Education:Bachelor's

Skills:Interpersonal skillsPresentation skillsCoachingMaturityClient confidence

Languages:English

Company Brief

HSBC

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: 3.6

Website LinkedIn