Investment Product Expert Manager — Wealth Growth

HSBC; Riau; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading global bank is looking for a Manager Investment Product Expert in Indonesia to support sales quality and deepen client relationships. The ideal candidate will have substantial experience as an investment/FX specialist and a deep understanding of financial planning strategies. This role offers an opportunity to work in an inclusive environment that values professional development and respects diversity.

Qualifications

• Strong coaching and influencing skills.
• In-depth knowledge in coaching responsibility including portfolio planning and sales process.
• Previous experience as investment/FX Specialist within HSBC or equivalent.
• Ability to multi-task and prioritize in a fast-paced environment.
• Understanding of Wealth Strategy and planning activities.
• Ambitious about providing high standards to colleagues and clients.
• Knowledge of holistic Financial Planning Strategies.
• Understanding of financial vehicles and client needs addressed in a financial plan.
• Advanced presentation skills.
• Up to date with global economic outlooks.

Responsibilities

• Support Premier Relationship Manager to improve sales quality.
• Work with Premier Relationship Manager team to identify client needs.
• Drive market leading standards for conduct in line with values.
• Provide clients access to advanced technical product expertise.

Skills

Coaching and influencing skills

Portfolio planning

Sales process

Client skill

Multi-tasking

Client centric questioning techniques

Job description

A leading global bank is looking for a Manager Investment Product Expert in Indonesia to support sales quality and deepen client relationships. The ideal candidate will have substantial experience as an investment/FX specialist and a deep understanding of financial planning strategies. This role offers an opportunity to work in an inclusive environment that values professional development and respects diversity.