Investment Specialist, HSBC

HSBC

Location:
Malaysia, Kuching

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

Investment Specialist role in HSBC's Wealth and Personal Banking team, serving Premier clients with complex financial needs, providing investment advice, conducting portfolio reviews, and delivering financial education.

Job Responsibility:

Deployed to add value to clients with more complex needs
Assists PRMs in understanding clients better
Conduct product training to support and deliver new product launches
Conduct portfolio reviews with PRMs
Join PRMs in meeting clients and provide advice
Communicate effectively with clients on complex technical subjects
Initiate and conduct educational events with clients
Collect and apply market and channel intelligence
Ensure that products managed by PRMs have been reviewed by appropriate Product Experts
Ensure all processes and procedures are accurate and in accordance with the HSBC Bank policy standards and regulatory requirements

Requirements:

3 to 5 years of working experience as a product specialist or financial advisor
Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
Extensive external market awareness of market conditions, new product solutions, 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. Structured Products / FX / Investments / Trusts / Estate Planning / Retirement / Protection / Mortage etc
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by country
Ambitious about providing the highest standards of delivery to colleagues and clients
Technical coaching skills in area of expertise
Experienced group presenter
Proven ability in customising presentations to meet individual client needs
A mature individual able to instill confidence with colleagues and clients alike

Additional Information:

Job Posted:
August 22, 2025

Expiration:
September 08, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Investment Specialist

HSBC

Location:Malaysia, Kuching

Category:Banking

Contract Type:Not provided