Senior Investment Product Expert

HSBC
Beijing
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Interpersonal skills","Presentation skills","Coaching","Customer focus","Confidence building"]

Provide specialist support to Relationship Management and Wealth Management teams, including business planning and joint meetings. Deliver technical and skills coaching to help staff achieve business objectives, and share timely market and product updates with both staff and customers. Partner with wealth management product and development teams on new products and enhancements, and support frontline teams with customer servicing needs and disputes for seamless service.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
2 days ago

Senior Investment Product Expert

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Provide specialist support to Relationship Management and Wealth Management teams, including business planning and joint meetings. Deliver technical and skills coaching to help staff achieve business objectives, and share timely market and product updates with both staff and customers. Partner with wealth management product and development teams on new products and enhancements, and support frontline teams with customer servicing needs and disputes for seamless service.
Location: Beijing
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Work closely with Relationship Management and Wealth Management teams to provide specialist services in business planning and joint meetings.
  • •Provide technical and skills coaching to developing staff teams to achieve team business objectives.
  • •Supply timely market and product updates to both staff and customers.
  • •Collaborate with wealth management product teams and development teams on new products, product enhancements, and improvements to customer experience.
  • •Assist frontline teams with customer servicing needs and disputes to ensure seamless customer support.

Key Requirements

  • •University degree with honors in economics, finance, business or a related discipline.
  • •Working experience as a product specialist, financial advisor or sales manager.
  • •Strong knowledge of wealth management products, with expertise in customer portfolio management.
  • •Excellent interpersonal and presentation skills.
  • •Fluent written and verbal English.
Education:Bachelor's in economics, finance, business or a related discipline
Skills:Interpersonal skillsPresentation skillsCoachingCustomer focusConfidence building
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