Manager Investment Product Expert

Job description

Job Advert Details

Some careers shine brighter than others.

If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an experienced professional to join this team in the role of Manager Investment Product Expert

 

Responsibilities:

·  Support Premier Relationship Manager in improving sales quality, deepening and building the client relationship with HSBC.
·  Support and work closely in partnership with Premier Relationship Manager team to identify client needs and sales opportunities. Provide specialist support and knowledge.
·  Drive market leading, standards for conduct and controls in line with HSBC Values and expectations
·  Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise

Information

To be successful in this role, you should meet the following requirements:

·  Indonesia Citizen only
·  Strong coaching and influencing skills
·  Indepth knowledge and expertise in area of coaching responsiblilty including portfolio planning, sales process and client skill
·  Previous experience and proven record as investment/FX Specialist within HSBC or equivalent in other leading financial institution
·  Proven ability to multi-task in a fast paced work environment and prioritize work assignments
·  Have an understanding of the immediate Wealth Strategy and the ability to plan own activities accordingly
·  Ambitious about providing the highest standards of delivery to colleagues and clients
·  In depth knowledge of holistic Financial Planning Strategies
·  Detailed understanding of generic financial vehicles and the areas of client needs they address in a financial plan
·  Advanced levels of presentation skills using different platforms
·  Up to date knowledge of global economic outlooks
·  Able to demonstrate client centric goal related questioning techniques

You’ll achieve more at HSBC


HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment