Senior Investment Product Expert (投资策略专家)

HSBC
Beijing
Full timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Interpersonal skills","Presentation skills","Coaching","Customer communication","Pressure tolerance"]

Serve as a senior product and wealth-management specialist working closely with Relationship Management and Wealth Management teams. Provide business planning support, timely market and product updates, and coaching to help staff achieve team objectives. Partner with product and development teams on new offerings and enhancements, assist frontline teams with customer servicing and disputes, and support customer asset allocation and rebalancing decisions.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
4 days ago

Senior Investment Product Expert (投资策略专家)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve as a senior product and wealth-management specialist working closely with Relationship Management and Wealth Management teams. Provide business planning support, timely market and product updates, and coaching to help staff achieve team objectives. Partner with product and development teams on new offerings and enhancements, assist frontline teams with customer servicing and disputes, and support customer asset allocation and rebalancing decisions.
Location: Beijing
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Work with Relationship Management and Wealth Management teams on business planning and joint meetings.
  • •Provide market and product updates to staff and customers.
  • •Coach and support staff teams with product/skills development to achieve objectives.
  • •Collaborate with wealth management product and development teams on new products and enhancements.
  • •Support frontline servicing needs and disputes, and assist with wealth management discussions including asset allocation and rebalancing.

Key Requirements

  • •Bachelor’s degree (with honors) in economics, finance, business, or a related discipline.
  • •Extensive 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 (and strong communication/presentation ability).
Experience:Wealth managementFinancial servicesInvestmentSales
Education:Bachelor's in economics, finance, business (or related discipline)
Skills:Interpersonal skillsPresentation skillsCoachingCustomer communicationPressure tolerance
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