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Wealth Management Expert
2 months ago
Global Wealth Management Opportunity
HSBC is seeking an experienced professional to strengthen our image as a leading wealth provider by providing clients with access to advanced technical product expertise.
Key Responsibilities:
- Support Premier Relationship Managers (PRMs) to gain clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients.
- Assist PRMs in deepening and growing client relationships through identifying and uncovering clients' needs, identifying relevant wealth solutions, and assisting PRMs in presenting and explaining solutions to clients.
- Conduct portfolio reviews with PRMs, assess product suitability, and market and regulatory change impact to products held by clients as appropriate, identify opportunities, and manage risks.
- Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions.
- Improve PRMs' product-specific technical knowledge by effective on-job coaching and training.
- Deliver high-quality presentations on market and wealth management concepts in customer seminars.
Requirements:
- Minimum of six years of working experience as a product specialist or financial advisor.
- At least one year of working experience as a product expert or BSM/SBM in Wealth and Personal Banking.
- Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions.
- Deep knowledge of specific complex financial solutions and products, including knowledge of financial markets, socio-economic dynamics, and regulatory requirements relevant to the products.
- Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities.
- Demonstrated ability and experience to correctly identify client needs.
- Solid skills to manage consultative sales processes.
- A solid understanding of global anti-money laundering standards.
- Team player with collaborative skills.
- Knowledge of local and Group compliance regulations.
- Specialization in one or more product categories, such as Structured Products, FX, Investments, Trusts, Estate Planning, Retirement, Protection, Mortgage, etc.
