Sr Investment Product Expert, HSBC

Sr Investment Product Expert

HSBC

Location:
China, Shanghai

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff.

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:

Workplace that fosters continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
September 11, 2025

Expiration:
October 11, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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