Senior Financial Planning and Product Specialist

3 weeks ago


Suzhou, Jiangsu, China HSBC Full time

We are seeking a highly skilled professional to strengthen HSBC's image as a leading wealth provider.

The ideal candidate will provide clients with access to advanced technical product expertise, and deliver internal training materials on portfolio strategy and investment product insights.

Responsibilities include delivering new investment product launches, translating product strategy to PWP, and supplying timely market and product updates to frontline teams.

The successful candidate will collect and apply market and channel intelligence to identify competitive gaps, service issues, business opportunities, and challenges with stakeholders.

They will work closely with the Investment Product Team and Financial Planning Team on new products, product enhancements, and improvements in customer experience.

Requirements:

University degree with honours in economics, finance, business, mathematics, or a related discipline

Minimum of six 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 including Retirement / Estate Planning / Family Trust

Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities

Excellent interpersonal and communications skills, with the ability to work effectively as part of a team

Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity

Excellent investment consultation and presentation skills

Obtained Fund Qualification from AMAC (preferred)

Fluent in English and Mandarin



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