HSBC

1 month ago

Senior Investment Product Expert (投资策略专家) (Beijing, BJ, CN, 010020)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Lead wealth management product initiatives within HSBC International Wealth and Premier Banking. Collaborate with Relationship Management and Wealth Management to provide specialist services, deliver market/product updates, coach staff, support product enhancements, and assist frontline teams in servicing clients and resolving disputes to improve asset allocation decisions and client experience.

Location: Beijing

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager 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 towards 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 in customer experience.
•Assist frontline teams with all customer servicing needs and disputes to ensure seamless support for customers.

Key Requirements

•University degree with honors in economics, finance, business or a related discipline.
•Accumulated extensive working experience as a product specialist, financial advisor or sales manager.
•Strong knowledge of all wealth management products and with expertise in customer portfolio management.
•Excellent interpersonal skills and presentation skills.
•A mature individual able to instill confidence with colleagues and clients alike; fluent written and verbal English.

Experience:Wealth managementFinancial services

Education:Bachelor's

Skills:Interpersonal skillsPresentationCommunicationLeadership

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: 3.6

Website LinkedIn

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HSBC

1 month ago

Senior Investment Product Expert (投资策略专家) (Beijing, BJ, CN, 010020)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Location: Beijing

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Sr. Manager 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 towards 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 in customer experience.
•Assist frontline teams with all customer servicing needs and disputes to ensure seamless support for customers.

Key Requirements

•University degree with honors in economics, finance, business or a related discipline.
•Accumulated extensive working experience as a product specialist, financial advisor or sales manager.
•Strong knowledge of all wealth management products and with expertise in customer portfolio management.
•Excellent interpersonal skills and presentation skills.
•A mature individual able to instill confidence with colleagues and clients alike; fluent written and verbal English.

Experience:Wealth managementFinancial services

Education:Bachelor's

Skills:Interpersonal skillsPresentationCommunicationLeadership

Languages:English

Company Brief

HSBC

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: 3.6

Website LinkedIn