CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Investment Product Expert - Retail Banking and Wealth Management
August 14, 2019
Some careers grow faster than others.
If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.
Retail Banking and Wealth Management serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Investment Product Expert .
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.
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 the ability to work effectively as part of a team
Strong knowledge of all wealth management products and with expertise in customer portfolio management
Licensed for promoting investment and insurance products
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
You'll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. #LI-MH1
Internal Number: 6309597
eFinancialCareers is a career site specializing in financial services.