Senior Investment Product Expert, HSBC

HSBC

Location:
China, Nanjing

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Senior Investment Product Expert role within HSBC International Wealth and Premier Banking (IWPB), serving customers from retail to ultra high net worth individuals, helping them manage, protect and grow their wealth through financial planning, advice, and wealth management products.

Job Responsibility:

Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
Supply timely market and product updates to both staff and customers
Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience
Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers

Requirements:

University degree with honors in economics, finance, business or a related discipline
Minimum 5 years of working experience as a product specialist, financial advisor or sales manager
Strong knowledge of all wealth management products and with expertise in customer portfolio management
Excellent interpersonal skills and presentation skills
A mature individual able to instill confidence with colleagues and clients alike
Fluent written and verbal English

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
October 14, 2025

Expiration:
November 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Investment Product Expert

HSBC

Location:China, Nanjing

Category:Banking

Contract Type:Not provided