# Senior Wealth Product Expert Manager - Investment

**Company**: Intl Wealth & Premier Banking
**Location**: Taipei
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612209144?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_75a666b3-a21

## Description

International Wealth and Premier Banking (IWPB) 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.

The Senior Wealth Product Expert Manager - Investment role focuses on implementing investment product/sales strategies in the assigned area.

Key responsibilities:

- Drive investment sales activities to achieve agreed KPI objectives

- Enhance PRM investment professionalism and productivity through training, coaching, joint calls, seminars, and other communication activities

- Collaborate with front-line staff to fulfil their needs and transfer professional skills to PRM/RMs for balanced growth

Requirements:

- University graduate or above

- Over 10 years of related experience

- Proven track record in investment and product knowledge

- Experience in at least two of the following areas: sales, financial consulting, investment research, investment products in the wealth management industry

- Strong communication, coaching, and presentation skills

- Ability to deliver high standards of service to colleagues and customers

License/Qualification Requirements:

- Prerequisite: 信託業務人員 、投信投顧業務員、結構型商品銷售人員、金融市場常識與職業道德

- To be obtained within 3 months: 人身保險業務員、人身保險業務員銷售外幣收付非投資型保險商品

## Skills

### Required
- investment product knowledge
- sales
- financial consulting
- investment research
- communication
- coaching
- presentation

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612209144?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)