Investment Specialist

We are seeking an experienced Investment Specialist to join our team in Kuala Lumpur. As an Investment Specialist, you will be part of the Premier and Wealth sales force and will work closely with Premier Relationship Managers (PRMs) to provide technical expertise and support to clients.

Your main responsibilities will include:

• Providing clients with access to advanced technical product expertise to strengthen HSBC's image as a leading wealth provider
• Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC
• 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
• Conducting portfolio reviews with PRMs, assessing product suitability and market and regulatory change impact to products held by clients, identifying opportunities, and managing risks
• Providing effective on-job coaching and training to improve PRMs' product-specific technical knowledge
• Communicating effectively with clients on complex technical subjects and helping them to improve their understanding of financial markets and the value and risks of financial solutions

To be successful in this role, you will need:

• A minimum of three years of working experience as a product specialist or financial advisor
• 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 knowledge of financial markets, socio-economic dynamics, and regulatory requirements 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

We offer a range of benefits, including opportunities for career growth and development, flexible working arrangements, and a diverse and inclusive work environment.