VP Investment and Wealth Solution Product (Structured Product) (HSBC Securities Taiwan)

Job description

Job Advert Details
Role Purpose
The role hold er is responsible for driving the growth of a product line. Role holders will contribute to the development of product and services standard and participate in the development and deployment of innovative products and services, optimization of existing product sh elf, as well as growing revenues. The role holder may be required hold specific certificates.

People responsibility: N
Report to: SVP Investment and Wealth Solution Product / SVP and Head of Private Wealth

Job Content
·  Work closely with investment consultants (ICs) and Relationship managers (RMs) to offer appropriate investment solutions to clients, with the objective of enhancing client relationships and profitability.
·  Accountable for assessing client need, developing a comprehensive investment strategy, coordinating sales and execution against that strategy
·  Partner with regional structured product team and structured product issuers to bridge the investment ideas/products suitable for Taiwan market
·  Handle structured product launch and maintenance to ensure smooth operation of investment transaction execution.
·  Stay vigilant of product and operational risk including the identification, assessment, mitigation and control  

Information

·  Finance related bachelor’s degree or above
·  Senior securities specialist license
·  Wealth product manager will be a mandatory experience
·  GPAD covered
·  Mandatory license: 金融市場常識與職業道德 / 證卷商業務人員 / 證券商高級業務人員 or 投信投顧業務員 / 結構型商品或衍生性商品銷售人員
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