Wealth Investment Product Expert, HSBC

HSBC

Location:
Hong Kong, Kowloon City

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wealth Investment Product Expert role in Wealth and Personal Banking helping deliver HSBC's purpose of opening up a world of opportunity by providing customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.

Job Responsibility:

Subject matter expert on Wealth Investment Solutions provide market updates to support Premier Relationship Managers exploring wealth investment opportunities
Through joint meeting with Premier customers to understand customers' needs and provide wealth investment solutions
Provide investment product training & coaching to enhance Relationship Managers' product and market knowledge
Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
Engage in joint servicing or calls with customers regarding their investment needs
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

Requirements:

University degree with honors in economics, finance, business, mathematics or a related discipline
Solid relationship manager or sales role experience in either retail or private or commercial or investment banks or fund houses with a focus on the distribution of investment products
Sound investment consultation and presentation skills
Excellent interpersonal and communications skills, with ability to work effectively as part of a team
Strong knowledge of all wealth management products and with expertise in customer portfolio management
Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin

Nice to have:

Chartered Financial Analyst
Certified Financial Planner
Certified Financial Management Planner
Financial Risk Manager or other professional qualification

What we offer:

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

Additional Information:

Job Posted:
October 10, 2025

Expiration:
October 15, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Wealth Investment Product Expert