Jade Investment Counsellor - Retail Banking and Wealth Management

Job description

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

Find out more about our Jade business at hsbc.com.sg/jade and explore where your exciting new role as a Jade Investment Counsellor can take you at HSBC.

Principal Responsibilities

· Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise
· Support Jade Relationship Managers 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 Jade Relationship Managers in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution, and technical analysis, and assisting Jade Relationship Managers in presenting and explaining solutions to client
· Conduct portfolio reviews with Jade Relationship Managers, assess product suitability, market, and regulatory change impact to products held by clients as appropriate, as well as identify opportunities, and manage risks
· Join Jade Relationship Managers in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to Jade Relationship Managers for specific products and solutions

Desired profile

Qualifications :

Requirements

·  Working experience as a product specialist or financial advisor
·  Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
·  Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socio-economic dynamics, and regulatory requirement relevant to the products
·  Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
·  Solid skills to manage consultative sales process
·  A solid understanding of global anti money laundering standards Team player with collaborative skills
·  Knowledge of local and Group compliance regulations
·  Specialisation in one or more product categories such as Structured Products, Investments or funds You'll achieve more when you join HSBC.
www.hsbc.com/careers

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Issued by The Hongkong and Shanghai Banking Corporation Limited.