Senior Financial Planning and Product Expert, HSBC Broker

2 weeks ago

Beijing, Beijing, China HSBC China Full time
We are currently seeking an experienced professional to join our team.

In this role, you will:

  • Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise, and provide internal training materials on portfolio strategy, as well as investment product insights to internal stakeholders.
  • Conduct training to deliver new investment product launches and translate product strategy to PWP.
  • Supply timely market and product updates, and assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers.
  • Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders.
  • Work closely with the Investment Product Team and Financial Planning Team on new products, product enhancements and improvements in customer experience
Requirements

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

  • University degree with honors in economics, finance, business, mathematics or a related discipline
  • Minimum of ten years of working experience as an investment counsellor or product specialist
  • Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
  • Deep knowledge of financial planning to provide wealth management advice to high net wealth customers incl. Retirement / Estate Planning / Family Trust.
  • Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
  • Excellent interpersonal and communications skills, with the ability to work effectively as part of a team
  • Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
  • Excellent investment consultation and presentation skills
  • Obtained Fund Qualification from AMAC
  • Fluent in English and Mandarin
You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count.

We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment.

Personal data held by the Company relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

/RG

Issued by HSBC Insurance Brokerage Company Limited

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