HSBC

3 weeks ago

Senior Investment Product Expert (投资策略专家)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Senior Investment Product Expert responsible for delivering specialist wealth management services, coordinating with Relationship Management and Wealth Management teams, coaching staff, and updating staff and clients on market and product developments. Works with product and development teams on new offerings and enhancements, supports frontline customer servicing, and contributes to client education and wealth planning discussions to drive asset allocation decisions for high-net-worth clients.

Location: Beijing

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
•Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
•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

Key Requirements

•University degree with honors in economics, finance, business or a related discipline.
•Accumulated extensive working experience as a product specialist, financial advisor or sales manager.
•Strong knowledge of all wealth management products and with expertise in customer portfolio management.
•Excellent interpersonal skills and presentation skills.
•A mature individual able to instill confidence with colleagues and clients alike
•Fluent written and verbal English

Experience:Wealth managementBankingFinance

Education:Bachelor's

Skills:EnglishChinese

Languages:EnglishChinese

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

3 weeks ago

Senior Investment Product Expert (投资策略专家)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Beijing

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager level

Key Responsibilities

•Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
•Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
•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

Key Requirements

•University degree with honors in economics, finance, business or a related discipline.
•Accumulated extensive working experience as a product specialist, financial advisor or sales manager.
•Strong knowledge of all wealth management products and with expertise in customer portfolio management.
•Excellent interpersonal skills and presentation skills.
•A mature individual able to instill confidence with colleagues and clients alike
•Fluent written and verbal English

Experience:Wealth managementBankingFinance

Education:Bachelor's

Skills:EnglishChinese

Languages:EnglishChinese

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