Investment Product Expert

Job description

Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an experienced professional to join our team.

In this role, you will:

-Support PRMs to gain more clients’ confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need;
-Assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solution(s) to client;
-Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks;
-Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions;
-Improve PRMs’ product specific technical knowledge by effective on-job coaching and training.

Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

Desired profile

Qualifications :

To be successful in the role, you should meet the following requirements:

-At least 2 years' experience in investment sales related work;
-Bacholor degree or above;
-Strong investment products sales skills;
-Good communication skill;
-Sound written and oral English ability.

You’ll achieve more when you join HSBC.
www.hsbc.com.cn/careers

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Issued by HSBC Bank (China) Company Limited