Investment Product Expert Shenzhen Branch Retail Banking and Wealth Management HSBC China
HSBC Group
Hong Kong, China


Retail Banking andWealth Management (RBWM)

Retail Banking andWealth Management leverages HSBC’s global retail banking expertise and wealthmanagement capabilities to deliver a broad range of world-

class retail bankingsolutions to millions of customers. Driving for growth in key markets aroundthe world, the business comprises areas such as retail banking, wealthmanagement, insurance and asset management, with a focus on customer-

centricpropositions and innovative and efficient distribution channels that willdifferentiate our customer experience and deliver market leading retail bankingand wealth management solutions.

We are currently seeking an experienced professionalto join our team.

In this role, you will :

  • StrengthenHSBC’s image as a leading wealth provider by providing clients with access toadvanced technical product expertise;
  • SupportPRMs to gain more clients’ confidence and trust in HSBC capabilities andincrease the effectiveness and quality of needs fulfilled for target clients inneed;
  • AssistPRMs in deepening and growing client relationships through identifying anduncovering client's needs, identifying relevant wealth solution and technicalanalysis, and assisting PRMs in presenting and explaining solution(s) to clientin according to EDRAS.

    Conductportfolio reviews with PRMs, assess product suitability and market andregulatory change impact to products held by clients as appropriate, identify opportunitiesand manage risks,

  • Join PRMsin meeting clients and provide advice, input based on technical knowledge whileacting as a second point of contact to PRMs for specific products andsolutions;
  • Join PRMsin meeting clients and receive referrals from PRMs to help fulfill client’sneeds by certain complex WEM product.

    In such cases, PRMs must be limited bytheir own sales accreditation on certain complex WEM product, while a licensedSenior Product Expert is acting as a back up to help fulfill client’s needs butdo not directly advise or sell to clients.

    ImprovePRMs product specific technical knowledge by effective on-job coaching andtraining.


    To be successful in the role, you should meet thefollowing requirements :

    Knowledge and experience

    Minimum of six years of working experience as a productspecialist or financial advisor

    At least one year of working experience as a productexpert or BSM / SBM in RBWM.

    Strong client skills with the ability to deliver a strongclient experience and provide needs-based solutions

    Deep knowledge of specific complex financial solutionsand products including the knowledge of financial markets, socia-economicdynamics, and regulatory requirement relevant to the products

    Extensive external market awareness of market conditions,new product solutions, and an understanding of current financial marketactivities

    Demonstrated ability and experience to correctly identifyclient needs

  • Solid skills to manage consultative sales process
  • A solid understanding of global anti money launderingstandards

  • Team player with collaborative skills
  • Knowledge of local and Group compliance regulations
  • Specialisation in one or more product categories e.g.Structured Products / FX / Investments / Trusts / EstatePlanning / Retirement / Protection / Mortage etc.


    Attain appropriate professional and regulatoryqualifications as required by market

  • Attain any internal standards as required by country
  • You’ll achieve more when you join HSBC.

    HSBC is committed to building a culture where allemployees are valued, respected and opinions count. We take pride in providinga workplace that fosters continuous professional development, flexible workingand opportunities to grow within and inclusive and diverse environment.

    Personal data held by the Bank relating to employment applications will be usedin accordance with our Privacy Statement, which is available on our website. HSBCAXS / FM / *

    Issued by HSBC Bank (China) Company Limited

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