6 个优质retail advisor职位（正在招聘！）

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Sr Investment Product Expert

HSBC Global Services Limited -
上海市

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职位详情

全职

完整职位描述

HSBC International Wealth and Premier Banking (IWPB)

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 to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking an experienced professional to join our team.

In this role, you will:

Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
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

To be successful in the role, you should meet the following requirements:

University degree with honors in economics, finance, business or a related discipline.
Minimum 5 years of working experience as a product specialist, financial advisor or sales manager.
Strong knowledge of all wealth management products and with expertise in customer portfolio management
Excellent interpersonal skills and presentation skills
A mature individual able to instill confidence with colleagues and clients alike
Fluent written and verbal English

You’ll achieve more at 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 and 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.

Issued by HSBC Bank (China) Company Limited

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retail advisor 个职位

Sr Investment Product Expert

Manager, Asset Protection

Construction Manager

AI Chapter Lead, WRB

Biz Advisor:Strategy Exec & Transform

Biz Advisor:Strategy Exec & Transform

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