Senior Financial Planning and Product Expert, Broker
4 weeks ago
Unlock Your Potential as a Senior Financial Planning and Product Expert
We are seeking an experienced professional to strengthen HSBC's image as a leading wealth provider by delivering advanced technical product expertise and providing internal training materials on portfolio strategy and investment product insights to internal stakeholders.
Main Responsibilities:
- Conduct training to deliver new investment product launches and translate product strategy to PWP.
- Supply timely market and product updates, and assist the frontline teams with all customer servicing needs and disputes to ensure seamless support is provided to our customers.
- Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders.
- 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 honors in economics, finance, business, mathematics, or a related discipline.
- 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, including retirement, estate planning, and 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.
- Fluent in English and Mandarin.
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Chengdu, Sichuan, China HSBC Full timeUnlock Your Potential as a Senior Financial Planning and Product ExpertWe are seeking an experienced professional to strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise and delivering internal training materials on portfolio strategy and investment product insights to internal...
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Chengdu, Sichuan, China HSBC Full timeAt 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...
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