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

HSBC
China
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Interpersonal skills","Presentation skills","Coaching","Confidence building"]

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.

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FursaFursa
HSBC
HSBC
1 month ago

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

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Last checked: 25 minutes 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
Glassdoor: 3.6
WebsiteLinkedIn