Senior Investment Product Expert

We are currently seeking an experienced professional to join our team as a Senior Investment Product Expert. In this role, you will strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise, and provide internal training materials on portfolio strategy, as well as investment product insights to internal stakeholders.

You will conduct training to deliver new investment product launches and translate product strategy to WFP. Additionally, you will supply timely market and product updates, and assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers.

Your responsibilities will also include collecting and applying market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders. You will work closely within the Function, including the Investment Product Team and Financial Planning Team on new products, product enhancements, and improvements in customer experience.

To be successful in the role, you should have a university degree with honours in economics, finance, business, mathematics, or a related discipline. You will need a minimum of ten years of working experience as an investment counsellor or product specialist, strong client skills with the ability to deliver a strong client experience, and provide needs-based solutions.

You should also have deep knowledge of financial planning to provide wealth management advice to high net worth customers, including retirement, estate planning, and family trust. Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities are essential.

Excellent interpersonal and communications skills, with the ability to work effectively as part of a team, are required. You should demonstrate the ability to set stretch goals for yourself and deliver them with courage and tenacity. Excellent investment consultation and presentation skills are also necessary.

You must have obtained a Fund Qualification from AMAC and be fluent in English and Mandarin.

Benefits: 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 an inclusive and diverse environment.