Senior Investment Product Expert (Shanghai, SH, CN, 200001)

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Interpersonal skills","Presentation skills","Coaching","Customer-focused","Independent judgment"]

Act as a specialist partner to Relationship Management and Wealth Management teams, supporting business planning, joint meetings, and frontline customer servicing. Provide market and product updates, coach staff to achieve team objectives, and collaborate with wealth management product and development teams on new products and enhancements. Support customer needs and disputes, lead accompaniment for exceptional wealth clients, and enable portfolio review, rebalancing decisions, and training for sales and relationship teams.

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FursaFursa
HSBC
HSBC
2 days ago

Senior Investment Product Expert (Shanghai, SH, CN, 200001)

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Last checked: 3 hours agoStatus: Live

Job Summary

Act as a specialist partner to Relationship Management and Wealth Management teams, supporting business planning, joint meetings, and frontline customer servicing. Provide market and product updates, coach staff to achieve team objectives, and collaborate with wealth management product and development teams on new products and enhancements. Support customer needs and disputes, lead accompaniment for exceptional wealth clients, and enable portfolio review, rebalancing decisions, and training for sales and relationship teams.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Work 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 business objectives, and supply timely market and product updates to staff and customers.
  • •Partner with wealth management product teams and development on new products, product enhancements, and improvements to customer experience.
  • •Support frontline teams with customer servicing needs and disputes to ensure seamless support.
  • •Accompany top wealth clients to identify needs, support asset allocation decisions based on risk and preferences, and review portfolios for rebalancing.

Key Requirements

  • •University degree with honors in economics, finance, business, or a related discipline.
  • •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, with the ability to instill confidence in colleagues and clients.
  • •Fluent written and verbal English.
Experience:Wealth management
Education:Bachelor's
Skills:Interpersonal skillsPresentation skillsCoachingCustomer-focusedIndependent judgment
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