Wealth Investment Solutions Architect

HSBC Holdings plc; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

HSBC Holdings plc in Hong Kong is seeking a Wealth Investment Product Expert to serve as a subject matter expert on wealth investment solutions, providing market updates and guidance to Premier Relationship Managers.

You will join forces with Relationship Management and Wealth Management teams to tailor investment proposals, train staff, and support client meetings, with responsibilities spanning product development, customer servicing, and performance updates.

Qualifications

• University degree with honours 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 the 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 CPD requirements
• Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other professional qualification preferred
• Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin

Responsibilities

• 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, and participate in client or off site functions as and when required
• 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

Skills

Relationship management

Sales experience

Investment knowledge

Communication skills

Team collaboration

Licenses & CPD

Education

Honours degree in Economics/Finance/Business/Mathematics

Job description

HSBC Holdings plc in Hong Kong is seeking a Wealth Investment Product Expert to serve as a subject matter expert on wealth investment solutions, providing market updates and guidance to Premier Relationship Managers.

You will join forces with Relationship Management and Wealth Management teams to tailor investment proposals, train staff, and support client meetings, with responsibilities spanning product development, customer servicing, and performance updates.