Current jobs related to Wealth Management Expert Leader - Hangzhou, Zhejiang - HSBC

  • Site Leader for Regional Expansion

    1 month ago

    Hangzhou, Zhejiang, China Amazon (Shanghai) International Trading Co., Ltd. [Beijing Branch] Full time

    Amazon (Shanghai) International Trading Co., Ltd. [Beijing Branch] is seeking a highly skilled Site Leader to spearhead the expansion of our cross-border e-commerce ecosystem in China.We are looking for a visionary leader with outstanding business acumen and experience in building and leading multi-function teams. The ideal candidate will possess a deep...

  • Digital Retail Business Development Manager

    1 month ago

    Hangzhou, Zhejiang, China Amazon (Shanghai) International Trading Company Limited Hangzhou Branch - K25 Full time

    We are seeking an experienced and results-driven Digital Retail Business Development Manager to join our team at Amazon (Shanghai) International Trading Company Limited Hangzhou Branch - K25. In this role, you will be responsible for driving China-based sellers to maximize their presence and business in the Amazon Global marketplaces.As a Digital Retail...

  • Senior Retail Key Account Manager

    1 month ago

    Hangzhou, Zhejiang, China Bayer Full time

    About the RoleAre you a driven sales professional looking to make a real difference in the pharmaceutical industry? We're seeking a Senior Retail Key Account Manager to join our team in Hangzhou and Taizhou.Key ResponsibilitiesAchieve sales targets through effective key account management with pharmacy chain businesses;Negotiate with pharmacy chain...

  • Alpha Account Services Data Analyst

    1 month ago

    Hangzhou, Zhejiang, China State Street Full time

    About the RoleWe are seeking a skilled Data Analyst to join our State Street Alpha Service Architecture team. As a key member of this team, you will be responsible for providing detailed data analysis to clients on current and future state Alpha F2B data configurations.ResponsibilitiesProvide data analysis to clients (internal and external) on current and...

  • Senior Investment Product Expert Wealth

    7 months ago

    Hangzhou, China HSBC Full time

    Wealth and Personal Banking (WPB) Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal...

  • Branch VRM Hangzhou HKC Sub-branch HSBC China

    7 months ago

    Hangzhou, China HSBC Full time

    Wealth and Personal Banking (WPB) Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth managers with trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal...

  • China Student Programme – WPB

    7 months ago

    Hangzhou, China HSBC Full time

    Wealth and Personal Banking (WPB) Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal...

  • Agile master（OD Expert）_PT

    7 months ago

    Hangzhou, China Bosch Full time

    Job Description · Enhance organizational efficiency via establishing efficient processes, methods and forging a high performance mindset · Highlighting organizational impediments and driving improvement · Enable and grow people according to our purpose and strategy with the appropriate tools and methods to formulate and sustain high performance ·...

  • Investment Counsellor, Global Private Banking HSBC China

    8 months ago

    Hangzhou, China HSBC Full time

    Global Private Banking (GPB) HSBC Global Private Banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new...

  • Head of PAM Professional Services Group for Asia Pacific

    4 months ago

    Hangzhou, China State Street Full time

    Who we are looking for The people will be responsible for the management of the Asia Pacific professional services group to the PAM Accounting Software Group which can be delivered as a SaaS model or with Managed Services as part of the overall value proposition. Why this role is important to us The PAM Accounting Software is a key strategic growth...

  • Alpha Account Management Data Analyst

    5 months ago

    Hangzhou, China State Street Full time

    Who we are looking for State Street Alpha Service Architecture team is seeking a versatile individual with strong business and data analysis skills for development and support of Client Implementations of State Street’s Front to Back offering. The successful candidate must possess skill in complex data analysis with expertise in identifying patterns...

  • Alpha Account Management Data Analyst

    5 months ago

    Hangzhou, China State Street Full time

    Who we are looking for State Street Alpha Service Architecture team is seeking a versatile individual with strong business and data analysis skills for development and support of Client Implementations of State Street’s Front to Back offering. The successful candidate must possess skill in complex data analysis with expertise in identifying patterns...

  • Alpha Operations Manager, Assistant Vice President

    5 months ago

    Hangzhou, China State Street Full time

    Job Description Who we are looking for Alpha Portfolio Service team is a dedicated global business team working with SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Information Delivery to our clients within the Operational Control Framework (OCF). The team are considered to be Subject Matter...

  • Middle Office

    5 months ago

    Hangzhou, China State Street Full time

    Who we are looking for. The ideal candidate is a problem solver that thrives on daily & monthly deadlines and can managing staffs in single location plus communicating with clients. To achieve excellent service standards of the collateral management function. A background in collateral management is strongly preferred and an in-depth understanding of...

  • New Region Site Leader

    6 months ago

    Hangzhou, China Amazon (Shanghai) International Trading Co., Ltd. [Beijing Branch] Full time

    Amazon Global Selling: The Marketplace or “Selling on Amazon” business exists in 18 countries and exceeds 50% of total Amazon unit sales and growing. Each year, tens of thousands of businesses join the marketplace adding millions of new products. Our vision is to offer customers Earth’s largest selection. China Global Selling aims to deliver on this...

  • Core Operations, Associate 1

    5 months ago

    Hangzhou, China State Street Full time

    Who we are looking for: We are looking for the Core Operations assistant1 position which is within Asia Pacific Global processing delivery (GPD) business unit located in Hangzhou. We are the team dealing with the cash happed in the market, to reconcile and settle into accounting system, investigate the exception with a resolution, to help our clients...

  • Core Operations, Associate 2

    5 months ago

    Hangzhou, China State Street Full time

    Who we are looking for: We are looking for the Core Operations assistant2 position which is within Asia Pacific Global processing delivery (GPD) business unit located in Hangzhou. We are the team dealing with the cash happed in the market, to reconcile and settle into accounting system, investigate the exception with a resolution, to help our clients...

  • Fund Administration, Senior Associate

    5 months ago

    Hangzhou, China State Street Full time

    Who we are looking for HZ Custody Service team mainly support on custody transaction processing, provide cash service and query management for APAC clients. The role would be account for the day-to-day management of a team and manage daily service delivery and production activities performed by staff. Join us if making your mark in the financial...

  • Fund Accounting Associate 1

    8 months ago

    Hangzhou, China State Street Full time

    Who we are looking for: Fund accountants are primarily responsible for the timely and accurate execution and reporting of net asset valuations (NAVs) for our clients’ accounts (funds). Why this role is important to us: The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the...

  • Middle Office, Associate 1

    6 months ago

    Hangzhou, China State Street Full time

    Who we are looking for The Alpha Portfolio Services team is a dedicated global business team working with Clients, SSC IT, client service, and the business operations teams to ensure accurate end-to-end oversight of Information Delivery to our clients. The Alpha Portfolio Services team is responsible for ensuring the Investment book of records is...

  • Fund Accounting, Associate1

    6 months ago

    Hangzhou, China State Street Full time

    Who we are looking for: Associate 1 Net Asset Value Specialist will be responsible for preparing accurate and timely reconciliations integral to the completion of the Net Asset Value (NAV) of a fund that is used for Investor dealing and external publication, plus various other client specific reports distributed on a regular basis. This involves...

  • Fund Accounting, Associate 2

    5 months ago

    Hangzhou, China State Street Full time

    Who we are looking for: Associate 2 Fund Accountant will be responsible for assisting with the completion of accurate and timely reconciliations integral to the completion of the Net Asset Value (NAV) of a fund. This involves adherence to strict deadlines while supervising and contributing to the development of the team. Why this role is important to...

  • Manager, Paid Account Manager, Global Selling

    7 months ago

    Hangzhou, China Amazon (Shanghai) International Trading Company Limited Hangzhou Branch - K25 Full time

    Amazon Global Selling has been helping individuals and businesses increase sales and reach new customers around the globe. Today, more than 50% of Amazon's total unit sales come from third-party selection. The Global Selling team in China is responsible for recruiting local businesses to sell on Amazon’s 18 overseas stores, and supporting local Sellers’...

  • Business Controls, Assistant Vice President

    5 months ago

    Hangzhou, China State Street Full time

    Who we are looking for Looking for a Business risk management professional to support the various disciplines, and business unit aligned work in GD and IS Business Risk Management. Ideally we are looking for a candidate with some risk management experience with exposure to the Operational environment at State Street (or similar firm). Why this role is...

Wealth Management Expert Leader

1 month ago

Hangzhou, Zhejiang, China HSBC Full time
Wealth and Personal Banking Overview
HSBC's Wealth and Personal Banking (WPB) is a global business combining Retail Banking and Wealth Management to become a leading global wealth manager with assets in trillions. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families to business owners, investors, and ultra-high-net-worth individuals.

We provide products and services such as bank accounts, credit cards, personal loans, mortgages, asset management, insurance, wealth management, and private banking that best suit our customers' needs.

About the Role
We are currently seeking an experienced professional to join our team as a Wealth Management Expert Leader.

In this role, you will:
  • Work closely with Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings.
  • Provide technical and skills coaching towards developing staff teams to achieve team business objectives.
  • Supply timely market and product updates to both staff and customers.
  • Work closely with wealth management product teams and development teams on new products, product enhancements, and improvements in customer experience.
  • Assist frontline teams with all customer servicing needs and disputes to ensure seamless support is provided to our customers.
  • Develop outstanding wealth management client engagement work, uncovering clients' wealth management needs, supporting clients in making asset allocation decisions based on their risk tolerance and investment preferences.
  • Market and introduce investment products to internal sales teams, update and train them regularly.
  • Coach outstanding wealth management client managers in market, product, and communication skills, formulate and implement improvement plans.
  • Review existing clients' asset allocation performance and support clients in rebalancing decisions.
  • Mainly present and support wealth management lectures and forums at branches, sharing the bank's perspective on markets and wealth management concepts.

Requirements
To be successful in this role, you should meet the following requirements:
  • A university degree with honors in economics, finance, business, or a related discipline.
  • A minimum of 5 years of working experience as a product specialist, financial advisor, or sales manager.
  • Strong knowledge of all wealth management products and expertise in customer portfolio management.
  • Excellent interpersonal and presentation skills.
  • A mature individual able to instill confidence with colleagues and clients alike.
  • Fluent written and verbal English.

Estimated Salary: $120,000 - $180,000 per year