Description
We are seeking a Product Specialist to join our team at HSBC Qianhai Securities Limited, a joint venture securities company. As a Product Specialist, you will set the strategic direction of investment and wealth solutions for clients, provide investment support and guidance, develop comprehensive investment strategies, and coordinate with relevant departments.
Responsibilities:
- Set the strategic direction of investment and wealth solutions for clients
- Provide investment support, education, and guidance to external clients, prospects, and Investment Counsellors
- Develop comprehensive investment strategies and asset allocation proposals
- Coordinate execution with appropriate products and services
- Provide input and support for new business initiatives and product enhancements
- Manage the life cycle of onboarded products/services
- Provide regular updates on investment opportunities to clients, prospects, and Investment Counsellors
- Coordinate with relevant departments to complete policy and procedure write-ups
- Other projects or initiatives assigned by line manager
Requirements:
- Master's degree and/or CFA
- Minimum 7 years' experience in a product-related role in financial institutions
- Minimum 5 years' experience in securities houses
- SAC qualifications, especially Investment Advisory Qualification
- Good business acumen with understanding of securities house businesses
- Extensive knowledge of wealth management business and competitive and regulatory environment
- Highly independent and a good team player
- Strong analytical skill with strategic thinking ability and good project management skills
- Client-focused, with strong negotiation, communication, and presentation skills
- Fluent in both English and Chinese, writing and speaking