Wealth Product Expert Manager - Investment

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 10+ yearsEducation: bachelorsSkills: ["Communication","Coaching","Presentation","Training","Coaching and mentoring","Goal orientation","Tenacity"]

Drive investment product and sales strategy execution for the assigned area within HSBC’s International Wealth and Premier Banking organization. Lead on-site investment sales activities to achieve KPI objectives, and strengthen PRM investment professionalism and productivity through training, coaching, joint calls, seminars, and communication. Partner closely with front-line teams and transfer professional skills to PRM/RMs to support balanced growth.

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FursaFursa
HSBC
HSBC
2 days ago

Wealth Product Expert Manager - Investment

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Drive investment product and sales strategy execution for the assigned area within HSBC’s International Wealth and Premier Banking organization. Lead on-site investment sales activities to achieve KPI objectives, and strengthen PRM investment professionalism and productivity through training, coaching, joint calls, seminars, and communication. Partner closely with front-line teams and transfer professional skills to PRM/RMs to support balanced growth.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Focus on implementing investment product and sales strategies for the assigned area.
  • •Work on site to drive investment sales activities and achieve agreed KPI objectives.
  • •Improve PRM investment professionalism and productivity through training, coaching, joint calls, seminars, and communications.
  • •Work closely with front-line teams to identify and fulfill customer needs.
  • •Transfer professional skills to PRM/RMs to ensure balanced growth.

Key Requirements

  • •University or above education
  • •10+ years of related experience
  • •Proven track record in investment and product knowledge
  • •Experience in two or more roles such as sales, financial consulting, investment research, or investment product in wealth management
  • •Strong communication, coaching, and presentation skills with ambition to reach goals
Experience:10+ yearsWealth management
Education:Bachelor's
Skills:CommunicationCoachingPresentationTrainingCoaching and mentoringGoal 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