19 hours ago

Senior Investment Product Expert (Dalian, LN, CN, 116001)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Join HSBC International Wealth and Premier Banking to support Relationship Management and Wealth Management teams with specialist business planning and joint meetings. Provide technical skills coaching to help staff deliver team objectives, share timely market and product updates, and partner with product and development teams on new offerings and enhancements. Assist frontline teams with customer servicing needs and disputes to ensure seamless support for clients.

Location: China

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Work closely with Relationship Management and Wealth Management teams on specialist services for business planning and joint meetings.
•Provide 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, enhancements, and improvements to customer experience.
•Assist frontline teams with customer servicing needs and disputes to ensure seamless customer support.

Key Requirements

•University degree with honors in economics, finance, business, or a related discipline.
•Working 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.
•Fluent written and verbal English.

Experience:Wealth managementFinancial services

Education:Bachelor's in economics, finance, business (or related discipline)

Skills:Interpersonal skillsPresentation skillsCoachingConfidence building

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

19 hours ago

Senior Investment Product Expert (Dalian, LN, CN, 116001)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 19 hours agoStatus: Live

Job Summary

Location: China

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Mid level

Key Responsibilities

•Work closely with Relationship Management and Wealth Management teams on specialist services for business planning and joint meetings.
•Provide 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, enhancements, and improvements to customer experience.
•Assist frontline teams with customer servicing needs and disputes to ensure seamless customer support.

Key Requirements

•University degree with honors in economics, finance, business, or a related discipline.
•Working 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.
•Fluent written and verbal English.

Experience:Wealth managementFinancial services

Education:Bachelor's in economics, finance, business (or related discipline)

Skills:Interpersonal skillsPresentation skillsCoachingConfidence building

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