Senior Wealth Product Expert Manager - Investment

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

Drive investment product and sales strategy for the assigned area within IWPB, working on site to achieve KPI objectives. Improve PRM investment professionalism and productivity through training, coaching, joint calls, seminars, and communications. Partner closely with front-line teams to meet customer needs and transfer investment expertise to PRM/RMs to support balanced growth, backed by strong communication and presentation skills.

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FursaFursa
HSBC
HSBC
3 days ago

Senior Wealth Product Expert Manager - Investment

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Drive investment product and sales strategy for the assigned area within IWPB, working on site to achieve KPI objectives. Improve PRM investment professionalism and productivity through training, coaching, joint calls, seminars, and communications. Partner closely with front-line teams to meet customer needs and transfer investment expertise to PRM/RMs to support balanced growth, backed by strong communication and presentation skills.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Focus on implementation of investment product/sales strategies in the assigned area.
  • •Work on site to drive investment sales activities and achieve agreed KPI objectives.
  • •Lift PRM investment professionalism and productivity via training, coaching, joint calls, seminars, and communications.
  • •Work closely with front-line teams to fulfill customer needs.
  • •Transfer professional skills to PRM/RMs to support balanced growth.

Key Requirements

  • •University or above graduated.
  • •Over 10 years related experience.
  • •Proven track record in investment and product knowledge.
  • •Experience in two of the following: sales, financial consultant, investment research, investment product (wealth management industry).
  • •License prerequisite: 信託業務人員、投信投顧業務員、結構型商品銷售人員、金融市場常識與職業道德; obtained within 3 months: 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.
Experience:10+ yearsWealth managementInvestments
Education:Bachelor's
Skills:CommunicationCoachingPresentationTenacityGoal delivery
Licenses:信託業務人員投信投顧業務員結構型商品銷售人員金融市場常識與職業道德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