Global Wealth Expert
2 weeks ago
Global Wealth Management Expertise
HSBC is seeking a highly skilled Global Wealth Management Expert to strengthen its image as a leading wealth provider. The ideal candidate will have a deep understanding of complex financial solutions and products, including knowledge of financial markets, social-economic dynamics, and regulatory requirements.
About the Role
The successful candidate will assist Premier Relationship Managers (PRMs) in deepening and growing client relationships through identifying and uncovering client needs, identifying relevant wealth solutions, and assisting PRMs in presenting and explaining solutions to clients. Additionally, the candidate will conduct portfolio reviews with PRMs, assess product suitability, and manage risks.
Requirements
To be successful in this role, the candidate should meet the following 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
- 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 process
- A solid understanding of global anti-money laundering standards
Leadership Capabilities
The ideal candidate should have or attain an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly. Additionally, they should be ambitious about providing the highest standards of delivery to colleagues and clients.
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