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 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 our team.

In this role, you will:

Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise;
Support Premier Relationship Managers (PRMs) to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need;
Assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solution(s) to client in according to engaging model.
Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks,
Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions;
Join PRMs in meeting clients and receive referrals from PRMs to help fulfill client's needs by certain complex WEM product. In such cases, PRMs must be limited by their own sales accreditation on certain complex WEM product, while a licensed Senior Product Expert is acting as a back up to help fulfill client's needs but do not directly advise or sell to clients.
Improve PRMs product specific technical knowledge by effective on-job coaching and training
Deliver high quality presentation on market and WEM concept in customer seminars To be successful in the role, you should meet the following requirements: Knowledge and experience
Minimum of six years of working experience as a product specialist or financial advisor
At least one year of working experience as a product expert or BSM/SBM in WPB
Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
Demonstrated ability and experience to correctly identify client needs
Solid skills to manage consultative sales process
A solid understanding of global anti money laundering standards
Team player with collaborative skills
Knowledge of local and Group compliance regulations
Specialization in one or more product categories e.g. Structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgage etc.

Accreditations

Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by country

Leadership capabilities

Have or attain an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly
Ambitious about providing the highest standards of delivery to colleagues and clients
Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
Authentic and shows ability to engage with colleagues and clients to deliver at pace
Make considered decisions that protect HSBC and our clients

Global Wealth Management capabilities

Ability to transfer skills and knowledge by demonstration, coaching and observation
Disciplined professional who is able to set and follow organised client portfolio process's by relationship manager in a proactive manner
Able to work independently to construct technical product analysis to support JADE RMs and aid JADE RM experience and client decisions
Technical coaching skills in area of expertise
Experienced group presenter
Proven ability in customizing presentations to meet individual client needs
A mature individual able to instill confidence with colleagues and clients alike www.hsbc.com.cn/careers

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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