Senior Investment Product Specialist

1 month ago

Beijing, Beijing, China HSBC Full time
Job Title: Senior Investment Product Specialist

HSBC is seeking an experienced professional to join our team as a Senior Investment Product Specialist. In this role, you will be responsible for providing clients with access to advanced technical product expertise, supporting Premier Relationship Managers in deepening and growing client relationships, and conducting portfolio reviews to assess product suitability and market and regulatory change impact.

Key Responsibilities:
  • Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise
  • Support Premier Relationship Managers in deepening and growing client relationships through identifying and uncovering client needs, identifying relevant wealth solutions, and assisting in presenting and explaining solutions to clients
  • Conduct portfolio reviews with Premier Relationship Managers to assess product suitability and market and regulatory change impact
  • Join Premier Relationship Managers in meeting clients and provide advice and input based on technical knowledge
  • Improve Premier Relationship Managers' product-specific technical knowledge through 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, or Mortgage
Accreditations:
  • Attain appropriate professional and regulatory qualifications as required by the market
  • Attain any internal standards as required by the country
Leadership Capabilities:
  • Have or attain an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly
  • Ambitious about providing the highest standards of delivery to colleagues and clients
  • Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
  • Authentic and shows ability to engage with colleagues and clients to deliver at pace
  • Make considered decisions that protect HSBC and our clients
Global Wealth Management Capabilities:
  • Ability to transfer skills and knowledge by demonstration, coaching, and observation
  • Disciplined professional who is able to set and follow organized client portfolio processes by relationship manager in a proactive manner
  • Able to work independently to construct technical product analysis to support JADE RMs and aid JADE RM experience and client decisions
  • Technical coaching skills in the area of expertise
  • Experienced group presenter
  • Proven ability in customizing presentations to meet individual client needs
  • A mature individual able to instill confidence with colleagues and clients alike

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