Wealth Investment Product Expert 投資顧問 - Hong Kong Business
HSBC · Kowloon City, Hong Kong +1 · 11mo ago
GCB 5
Some careers open more doors than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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 (RBW) Hong Kong helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a Wealth Investment Product Expert.
In this role you will:
As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions provide market updates to support Premier Relationship Managers exploring wealth investment opportunities. Through joint meeting with Premier customers to understand customers’ needs and provide wealth investment solutions. On top of joint meeting, Investment Product Expert provide investment product training & coaching to enhance Relationship Managers' product and market knowledge.
- Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
- Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
- Engage in joint servicing or calls with customers regarding their investment needs, and participate in client or off site functions as and when required
- 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
*Remark: Multiple Work locations available across branches in Hong Kong, Kowloon, and new Territories
- University degree with honors in economics, finance, business, mathematics or a related discipline
- Solid relationship manager or sales role experience in either retail or private or commercial or investment banks or fund houses with a focus on the distribution of investment products
- Sound investment consultation and presentation skills
- Excellent interpersonal and communications skills, with the ability to work effectively as part of a team
- Strong knowledge of all wealth management products and with expertise in customer portfolio management
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
- Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other professional qualification preferred
- Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin
#DISTRIBUTION2026
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).
Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited.