Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.
We are currently seeking a high caliber professional to join our team as AVP, Investment Specialist.
Provide specialist financial needs analysis and solutions support to Relationship Managers in serving HSBC Premier and High Net Worth individuals.
Thorough understanding of wealth management products such as Unit Trust, structured products, fixed income instruments.
Analyze market information, commentaries and technical analysis where applicable, provide portfolio advice to Relationship Managers and clients, conduct client appointments jointly with Relationship Managers to identify needs and come up with solutions based on clients' needs.
Conduct coaching to Relationship Managers to improve their market and technical knowledge, and host the educational event to clients for investment opportunities.
Follow the required process and procedures for trade execution as well as maintain the levels of operational integrity required
A high level of expertise knowledge in unit trust, structured products, and bonds
Experienced in wealth management services to high net worth individuals or customer segment with strong wealth advisory and service background
Good communication and stake holder management skills
A strong sense of ownership, responsibility and accountability with positive attitude
Knowledge of relevant regulatory governance in market
Knowledge of local and Group compliance regulations
Proven ability to multi task in a fast paced work environment and prioritize work assignments
Degree of uplifting of wealth capabilities both amongst network managers and Premier Relationship Managers within the short to medium term
You'll achieve more when you join HSBC.
Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
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.
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