Wealth Investment Product Expert 投資顧問 - Hong Kong Business (Kowloon City, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Presentation","Coaching","Teamwork","Interpersonal skills"]

Join HSBC Retail Banking and Wealth (RBW) Hong Kong as a Wealth Investment Product Expert, serving as a subject matter expert on Wealth Investment Solutions. You’ll support Premier Relationship Managers with wealth investment opportunities, conduct joint client meetings, provide product training, and collaborate with product and development teams to enhance customer experience across branches in Hong Kong.

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FursaFursa
HSBC
HSBC
6 months ago

Wealth Investment Product Expert 投資顧問 - Hong Kong Business (Kowloon City, Kowloon, HK)

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Job Summary

Join HSBC Retail Banking and Wealth (RBW) Hong Kong as a Wealth Investment Product Expert, serving as a subject matter expert on Wealth Investment Solutions. You’ll support Premier Relationship Managers with wealth investment opportunities, conduct joint client meetings, provide product training, and collaborate with product and development teams to enhance customer experience across branches in Hong Kong.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
  • •Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
  • •Engage in joint servicing or calls with customers regarding their investment needs, and participate in client or off site functions as and when required
  • •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

Key Requirements

  • •University degree with honors in economics, finance, business, mathematics or a related discipline
  • •Solid relationship manager or sales role experience in either retail or private or commercial or investment banks or fund houses with a focus on the distribution of investment products
  • •Sound investment consultation and presentation skills
  • •Excellent interpersonal and communications skills, with the ability to work effectively as part of a team
  • •Strong knowledge of all wealth management products and with expertise in customer portfolio management
Experience:BankingWealth managementFinancial services
Education:Bachelor's
Skills:CommunicationPresentationCoachingTeamworkInterpersonal skills
Licenses:Insurance licenseInvestment license
Certifications:CFPCFACFA or CPD preferred
Languages:EnglishCantoneseMandarin

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