Product Specialist, Private Wealth, Qianhai
1 month ago
At HSBC, we are committed to helping our clients achieve their financial goals. As a Product Specialist, Private Wealth, Qianhai, you will play a key role in providing expert advice and guidance to our clients on investment solutions and wealth management strategies.
Responsibilities:- Develop and implement comprehensive investment strategies for clients, taking into account their financial goals, risk tolerance, and time horizon.
- Provide expert advice on investment products and services, including brokerage, investment advisory, and investment banking referrals.
- Work closely with clients to understand their financial needs and provide tailored solutions to meet those needs.
- Stay up-to-date with market trends and economic conditions to ensure that clients receive the best possible advice.
- Collaborate with other teams within HSBC to ensure seamless delivery of services to clients.
- Master's degree in a relevant field, such as finance, economics, or business.
- Minimum 7 years of experience in a related field, with a strong background in investment products and services.
- Strong analytical and problem-solving skills, with the ability to communicate complex ideas in a clear and concise manner.
- Excellent client service skills, with the ability to build strong relationships with clients and colleagues.
- Fluency in both English and Chinese, with the ability to communicate effectively in both languages.
Location: Shanghai, China
-
Product Specialist, Private Wealth, Qianhai
1 month ago
Shanghai, Shanghai, China HSBC Full timeAbout the RoleHSBC Qianhai is seeking a highly skilled and experienced Product Specialist to join our team in Shanghai, China. As a key member of our Private Wealth department, you will be responsible for setting the strategic direction of our investment and wealth solutions for clients.Key ResponsibilitiesDevelop and implement comprehensive investment...
-
Private Banking Relationship Specialist
2 days ago
Shanghai, Shanghai, China HSBC Full timeGlobal Private Banking Career OpportunityHSBC Private Banking offers a unique chance to build a rewarding career in wealth management. Our team provides personalized relationship management, including integrated banking, investment, and wealth advisory services to high-net-worth clients and their families worldwide.We are seeking an experienced professional...
-
Financial Translator, Qianhai
2 weeks ago
Shanghai, Shanghai, China HSBC Full timeHSBC QianhaiAs a key member of the HSBC Qianhai team, you will play a crucial role in facilitating the seamless translation of Chinese research reports into English and vice versa. This will enable the simultaneous publication of bilingual reports, ensuring that our clients receive timely and accurate information.Key Responsibilities: Translate Chinese...
-
Financial Translator, Qianhai
2 months ago
Shanghai, Shanghai, China HSBC Full timeAbout HSBC QianhaiHSBC Qianhai Securities Limited is a leading securities firm in China, with a strong presence in the Greater Bay Area. As a subsidiary of HSBC, we leverage our global footprint and deep-rooted China franchise to provide innovative financial solutions to our clients.Key ResponsibilitiesWe are seeking a highly skilled Financial Translator to...
-
Financial Translator, Qianhai
2 months ago
Shanghai, Shanghai, China HSBC Full timeAbout HSBC QianhaiHSBC Qianhai Securities Limited is a leading securities firm in China, with a strong presence in the Greater Bay Area. As a subsidiary of HSBC, we leverage our global expertise and local knowledge to provide innovative financial solutions to our clients.Key ResponsibilitiesAs a Financial Translator, you will play a critical role in...
-
Senior Wealth Management Consultant
2 months ago
Shanghai, Shanghai, China HSBC Full timeWealth and Personal Banking Overview Wealth and Personal Banking (WPB) represents our innovative global division that merges Retail Banking with Wealth Management and Global Private Banking, establishing a comprehensive wealth management service with substantial assets under management. Our dedicated professionals cater to millions of clients globally,...
-
Experienced Insurance Advisor for Wealth Services
2 months ago
Shanghai, Shanghai, China HSBC Full timeWealth and Personal Banking Overview Wealth and Personal Banking (WPB) represents our global initiative that merges Retail Banking with Wealth Management and Global Private Banking, positioning us as a premier global wealth manager with substantial assets under management. Our dedicated professionals cater to millions of clients worldwide, addressing the...
-
Senior Wealth Manager
2 days ago
Shanghai, Shanghai, China HSBC Full timeWealth and Personal BankingOur Wealth and Personal Banking business combines Retail Banking and Wealth Management, Global Private Banking, to become a global wealth manager. Our colleagues serve millions of customers worldwide across private wealth, ranging from personal banking for individuals and families, to business owners, investors, and...
-
Global Private Banking Relationship Manager
1 month ago
Shanghai, Shanghai, China HSBC Full timeGlobal Private Banking Relationship ManagerRole OverviewHSBC Private Banking is seeking an experienced professional to join our team as a Global Private Banking Relationship Manager. In this role, you will be responsible for establishing new private banking relationships and managing existing relationships to grow Assets Under Management and Revenue.Key...
-
Senior Relationship Executive
2 months ago
Shanghai, Shanghai, China HSBC Full timeGlobal Private Banking (GPB)HSBC Private Banking provides tailored relationship management, comprehensive banking solutions, investment strategies, and wealth advisory services to affluent clients across the globe. By leveraging the robust foundation and legacy of the HSBC Group, we aim to identify new avenues for our clients to protect and enhance their...
-
Global Private Banking Relationship Manager
3 weeks ago
Shanghai, Shanghai, China HSBC Full timeGlobal Private Banking Relationship ManagerJob SummaryHSBC Private Banking is seeking an experienced Relationship Manager to join our team. As a key member of our global private banking team, you will be responsible for establishing and managing relationships with high net worth clients, identifying business opportunities, and growing assets under...
-
Senior Relationship Officer
2 months ago
Shanghai, Shanghai, China HSBC Full timeGlobal Private Banking OverviewHSBC Private Banking provides tailored relationship management, comprehensive banking solutions, investment strategies, and wealth advisory services to affluent clients globally. Drawing on the robust legacy and resources of the HSBC Group, we aim to identify fresh avenues for our clients to protect and enhance their wealth. As...
-
Senior Relationship Officer
2 months ago
Shanghai, Shanghai, China HSBC Full timeGlobal Private Banking (GPB)HSBC Private Banking provides tailored relationship management, comprehensive banking, investment, and wealth advisory services to affluent clients across the globe. Drawing on the strength and legacy of the HSBC Group, we aim to identify new avenues for our clients to protect and enhance their wealth. As a global entity in...
-
Customer Development Representative
2 weeks ago
Shanghai, Shanghai, China HSBC Full timeWealth and Personal Banking (WPB)Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management, to become a global wealth manager with trillions in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and...
-
Digital Wealth Product Manager
1 month ago
Shanghai, Shanghai, China HSBC Full timeJob Title: Digital Wealth Product ManagerWe are seeking an experienced professional to lead our digital wealth product development efforts.Key Responsibilities:Develop and implement digital wealth products that meet customer needs and drive business growth.Collaborate with cross-functional teams to design and launch new digital propositions.Ensure customer...
-
Investment Product Manager
2 months ago
Shanghai, Shanghai, China HSBC Full timeWealth and Personal Banking is a new global business combining Retail Banking and Wealth Management, and Global Private Banking, to become a global wealth manager with trillions in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families,...
-
Senior Risk Manager
1 month ago
Shanghai, Shanghai, China HSBC Full timeJob Title: Senior Risk Manager - WealthHSBC is seeking a highly skilled and experienced Senior Risk Manager to join our Wealth team. As a key member of the team, you will be responsible for managing the key risks impacting our China Global Private Banking & Wealth (GPB&W) business.Key Responsibilities:Collaborate with Second Line of Defense to understand...
-
Associate, Private Equity Investment Specialist
3 weeks ago
Shanghai, Shanghai, China Third Bridge Full timeJob DescriptionWhat is Private Equity?Our private equity clients invest in companies with the goal of increasing the value of their stake over time. The insights they gain through our experts and content serve as the foundation for their investment decisions.Associate, Private Equity ClientsAs an Associate, you'll collaborate with top private equity funds,...
-
Associate, Private Equity Investment Specialist
1 month ago
Shanghai, Shanghai, China Third Bridge Full timeJob DescriptionWhat is Private Equity?Our private equity clients invest in companies with the goal of increasing the value of their stake over time. The insights they gain through our experts and content serve as the foundation for their investment decisions.Associate, Private Equity ClientsAs an Associate, you'll have the opportunity to work with top...
-
Digital Wealth Product Manager, Fintech Expert
2 weeks ago
Shanghai, Shanghai, China HSBC Full timeRole OverviewThe Digital Wealth Product Manager will be responsible for developing and implementing digital wealth management products that meet customer needs.This includes turning existing retail banking or wealth management products into digital propositions, as well as creating new ones.The role requires a deep understanding of customer behavior,...
