Sr Investment Product Expert (Suzhou, JS, CN, 215011)

HSBC
Suzhou
Full timeFunction: Communications, PR & CommunityEducation: bachelorsSkills: ["Interpersonal skills","Presentation skills","Confidence-building"]

Work with Wealth Management and Relationship Management teams to provide specialist support through business planning and joint meetings. Deliver technical skills coaching to help staff teams meet business objectives. Share timely market and product updates to staff and customers, and partner with product and development teams on new products and enhancements. Assist frontline teams with customer servicing needs, including disputes, to ensure seamless support.

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FursaFursa
HSBC
HSBC
2 months ago

Sr Investment Product Expert (Suzhou, JS, CN, 215011)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Work with Wealth Management and Relationship Management teams to provide specialist support through business planning and joint meetings. Deliver technical skills coaching to help staff teams meet business objectives. Share timely market and product updates to staff and customers, and partner with product and development teams on new products and enhancements. Assist frontline teams with customer servicing needs, including disputes, to ensure seamless support.
Location: Suzhou
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Work closely with Relationship Management and Wealth Management teams in business planning and joint meetings.
  • •Provide technical and skills coaching to staff teams to achieve team business objectives.
  • •Supply timely market and product updates to staff and customers.
  • •Partner with wealth management product teams and development on new products and enhancements to improve customer experience.
  • •Support frontline teams with customer servicing needs and disputes to ensure seamless 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
Skills:Interpersonal skillsPresentation skillsConfidence-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