International Wealth and Premier Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
The Premier proposition is a strategic priority for HSBC and the role of Investment Product Expert (PE) is a key contributor in achieving the proposition objectives. The role is a specialist role and is part of the Premier and Wealth Consulting Team.
Senior PE is usually deployed to add value to clients with more complex needs, e.g. Premier and Premier Elite clients and is assigned to a team of Premier Relationship Managers (PRMs). Whilst PRMs own the end-to-end advisory and sales process with clients, PE assists PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them.
At times the PE may also conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions. PE also needs to follow the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience.
The jobholder is expected to support PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC per listed outcomes below
Acting as a wealth expert in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts etc.
Adding value to clients with more complex needs, e.g. Premier and Premier Elite clients
Assisting PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC
Conducting product training, to support and deliver new product launches and leading client education events, to help client gain better knowledge of financial markets and financial solutions
Prerequisite Licenses as follows:
※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
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