Manager Investment Product Expert

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

Some Careers Shine Brighter Than Others. If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

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.

We are currently seeking an experienced professional to join this team in the role of Manager Investment Product Expert.

Responsibilities

• Support Premier Relationship Manager in improving sales quality, deepening and building the client relationship with HSBC.
• Support and work closely in partnership with Premier Relationship Manager team to identify client needs and sales opportunities. Provide specialist support and knowledge.
• Drive market leading, standards for conduct and controls in line with HSBC Values and expectations.
• Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise.

Qualifications

• Strong coaching and influencing skills.
• Indepth knowledge and expertise in area of coaching responsiblilty including portfolio planning, sales process and client skill.
• Previous experience and proven record as investment/FX Specialist within HSBC or equivalent in other leading financial institution.
• Proven ability to multi‑task in a fast paced work environment and prioritize work assignments.
• Have an understanding of the immediate Wealth Strategy and the ability to plan own activities accordingly.
• Ambitious about providing the highest standards of delivery to colleagues and clients.
• In depth knowledge of holistic Financial Planning Strategies.
• Detailed understanding of generic financial vehicles and the areas of client needs they address in a financial plan.
• Advanced levels of presentation skills using different platforms.
• Up to date knowledge of global economic outlooks.
• Able to demonstrate client centric goal related questioning techniques.

Opportunity

You’ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and every opinion counts. We take pride in providing a workplace that fosters professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. We want everyone to achieve their potential with equality regardless of gender, ethnicity, disability, religion, age, or any other trait protected by applicable law. If you need any support or have any access requirements, we encourage you to inform us through email at [e-mail] at the time of your application, so that we can support you through your recruitment journey.