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Assistant Vice President, Investment Specialist
3 months ago
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.
We are currently seeking a high calibre professional to join our team as an Assistant Vice President, Investment Specialist.
Principal Responsibilities
- Acting as a technical expert in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts/Estate planning/Retirement/Protection/Mortgage etc.
- Adding value to clients with more complex needs, e.g. top-tier and mid-tier Premier 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 Premier Relationship Managers 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 clients gain better knowledge of financial markets and financial solutions.
