Senior Investment Product Expert (投资策略专家)

HSBC International Wealth and Premier Banking (IWPB)

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.

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

In this role, you will:  

• Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
• Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
• Supply timely market and product updates to both staff and customers
• Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience
• Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers

• 开展卓越理财客户的陪访工作，发掘客户财富管理需求，根据客户的风险水平和投资偏好支持客户做出资产配置决策
• 针对内部销售团队进行市场和投资产品的介绍、更新和培训工作
• 针对卓越理财客户经理进行市场、产品和沟通能力的辅导工作，制定和落实提高改善计划
• 对卓越理财客户现有资产配置表现进行回顾，支持客户的再平衡决策
• 根据分支行需求，主讲和支持财富管理讲座和论坛，分享银行对市场的观点和财富管理理念

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

•  经济、金融、商业或相关学科本科或以上学历
•  丰富的金融机构财富管理、投资顾问、销售或团队领导工作经验
• 熟悉环球和国内投资市场、具备扎实的财富管理相关产品知识。
• 良好的表达能力和公开演讲能力
• 成熟独立，抗压能力强，亲和力较强，对客户沟通和帮助他人提高充满热情
• 良好的英文听说读写能力

2026ADVCN