Senior Finance Expert

2 weeks ago


Chengdu, Sichuan, China HSBC Full time

Key Responsibilities:

  • Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise.
  • Deliver new investment product launches and translate product strategy to PWP.
  • Supply timely market and product updates, and assist frontline teams with customer servicing needs and disputes.
  • Collect and apply market and channel intelligence to identify competitive gaps and service issues.
  • Work closely with the Investment Product Team and Financial Planning Team on new products and product enhancements.

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.
  • Extensive external market awareness of market conditions and new product solutions.
  • Excellent interpersonal and communications skills, with the ability to work effectively as part of a team.


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