Senior Wealth Product Expert Manager - Investment

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 10+ yearsSkills: ["Communication","Coaching","Presentation","Goal-orientation","Tenacity"]

Drive investment product and sales strategy implementation for the assigned area, working onsite to achieve agreed KPI objectives. Build PRM investment professionalism and productivity through training, coaching, joint calls, seminars, and communication activities. Partner closely with front line colleagues and transfer professional skills to PRM/RMs to support balanced growth in the wealth management business.

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FursaFursa
HSBC
HSBC
1 month ago

Senior Wealth Product Expert Manager - Investment

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Drive investment product and sales strategy implementation for the assigned area, working onsite to achieve agreed KPI objectives. Build PRM investment professionalism and productivity through training, coaching, joint calls, seminars, and communication activities. Partner closely with front line colleagues and transfer professional skills to PRM/RMs to support balanced growth in the wealth management business.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Implement investment product/sales strategies for the assigned area.
  • •Work onsite to drive investment sales activities and meet KPI objectives.
  • •Improve PRM investment professionalism and productivity via training, coaching, joint calls, seminars, and communications.
  • •Collaborate with front line teams to fulfill needs and ensure professional skill transfer to PRM/RMs.
  • •Support balanced growth by transferring investment/product expertise to PRM/RMs.

Key Requirements

  • •University or above graduation.
  • •Over 10 years of related experience.
  • •Proven track record in investment and product knowledge.
  • •Experience in at least two of: sales, financial consultant, investment research, investment product within wealth management.
  • •Strong communication, coaching, and presentation skills.
Experience:10+ yearsWealth management
Skills:CommunicationCoachingPresentationGoal-orientationTenacity
Licenses:信託業務人員投信投顧業務員結構型商品銷售人員人身保險業務員人身保險業務員銷售外幣收付非投資型保險商品

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