Expert Financial Planning and Portfolio Strategist
6 hours ago
At HSBC, we are seeking an experienced professional to strengthen our position as a leading wealth provider.
We offer a competitive salary of approximately $150,000 per annum, commensurate with experience and qualifications.
Job DescriptionThe successful candidate will be responsible for providing clients with access to advanced technical product expertise and delivering internal training materials on portfolio strategy and investment product insights.
The role involves conducting training to deliver new investment product launches and translating product strategy to key stakeholders.
The ideal candidate will also supply timely market and product updates, assist frontline teams with customer servicing needs, and identify competitive gaps and business opportunities.
Key responsibilities include working closely with the Investment Product Team and Financial Planning Team on new products, product enhancements, and improvements in customer experience.
RequirementsTo be successful in this role, you should possess:
- A university degree with honors in economics, finance, business, mathematics or a related discipline;
- A 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, new product solutions, and current financial market activities;
- Excellent interpersonal and communications skills, with the ability to work effectively as part of a team;
- Demonstrated ability to set stretch goals for self and deliver them with courage and tenacity;
- Excellent investment consultation and presentation skills;
- Obtained Fund Qualification from AMAC;
- Fluency in English and Mandarin.
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