Senior Finance Expert
2 weeks ago
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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Chengdu, Sichuan, China HSBC Full timeUnlock Your Potential as a Senior Financial Planning and Product ExpertWe are seeking an experienced professional to strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise and delivering internal training materials on portfolio strategy and investment product insights to internal...
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Chengdu, Sichuan, China HSBC Full timeUnlock Your Potential as a Senior Financial Planning and Product ExpertWe are seeking an experienced professional to strengthen HSBC's image as a leading wealth provider by delivering advanced technical product expertise and providing internal training materials on portfolio strategy and investment product insights to internal stakeholders.Main...
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