Offers “HSBC”

33 days agoHSBC

Senior Investment Product Expert Jade HSBC China

  • 浦东新区, 浦东新区
  • Teaching

Job description

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 one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an experienced professional to join our team.

In this role, you will:

- Strengthen HSBC's image as a leading wealth providerby providing clients with access to advanced technical productexpertise;
- Support Jade RMs to gain more clients' confidence and trust in HSBCcapabilities and increase the effectiveness and quality of needs fulfilledfor target clients in need;
- Assist Jade RMs in deepening and growing client relationships throughidentifying and uncovering client's needs, identifying relevant wealthsolution and technical analysis, and assisting JADE RMs in presenting andexplaining solution(s) to client in according to engaging model;
- Conduct portfolio reviews with JADE RMs, assess product suitability andmarket and regulatory change impact to products held by clients asappropriate, identify opportunities and manage risks;
- Join JADE RMs in meeting clients and provide advice, input based ontechnical knowledge while acting as a second point of contact to JADE RMs forspecific products and solutions;
- Join JADE RMs in meeting clients and receive referrals from JADE RMs tohelp fulfill client's needs by certain complex WEM product. In such cases,JADE RMs must be limited by their own sales accreditation on certain complexWEM product, while a licensed Wealth Consultant ( Jade) is acting as a backup to help fulfill client's needs but do not directly advise or sell toclients;
- Improve JADE RMs product specific technical knowledge by effective on-jobcoaching and training;
- Meet operational effectiveness and control requirement.

Desired profile

Qualifications :

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

Knowledge and experience

Minimum of six years of working experience as a product specialist orfinancial advisor
At least one year of working experience as a product expert or BSM/SBM inWPB
Strong client skills with the ability to deliver a strong client experienceand provide needs-based solutions
Deep knowledge of specific complex financial solutions and productsincluding the knowledge of financial markets, socia-economic dynamics, andregulatory requirement relevant to the products
Extensive external market awareness of market conditions, new productsolutions, 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
Team player with collaborative skills
Knowledge of local and Group compliance regulations
Specialisation in one or more product categories e.g. StructuredProducts/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortageetc.


Attain appropriate professional and regulatory qualifications as requiredby market
Attain any internal standards as required by country

Leadership capabilities

Have or attain an understanding of the immediate regional Global WealthStrategy and the ability to plan own activities accordingly
Ambitious about providing the highest standards of delivery to colleaguesand clients
Demonstrates ability to set stretch goals for self and the ability todeliver these with courage and tenacity
Authentic and shows ability to engage with colleagues and clients todeliver at pace
Make considered decisions that protect HSBC and our clients

Global Wealth Management capabilities

Ability to transfer skills and knowledge by demonstration, coaching andobservation
Disciplined professional who is able to set and follow organised clientportfolio process's by relationship manager in a proactive manner
Able to work independently to construct technical product analysis tosupport JADE RMs and aid JADE RM experience and client decisions
Technical coaching skills in area of expertise
Experienced group presenter
Proven ability in customising presentations to meet individual clientneeds
A mature individual able to instil confidence with colleagues and clientsalike

You’ll achieve more when you join 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 and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. HSBCJOC/JC|WX|51|ZP|LP

Issued by HSBC Bank (China) Company Limited

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