河源招聘

Retail Banking and Wealth Management (RBWM)
Retail Bank Greetering and Wealth Management leverages HSBC’s global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.
We are currently seeking an experienced professional to join our team.
In this role, you will:
The Premier proposition is a strategic priority for HSBC and the role of Senior Product Expert (SPE) is a key contributor in achieving the proposition objectives. The role is a specialist role and is part of the Premier and Wealth sales force. The incumbent is expected to be a technical expert in one or several product categories as relevant to market
such as Structured Products/FX/ QDII/Local Mutual Funds /Retirement/Protection/ etc.
SPE is usually deployed to add value to clients with more complex needs, e.g. Premier clients and is assigned to a team of Premier Relationship Managers, whilst PRMs own the end-to-end advisory and sales process with clients, SPE assists 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.
At times the SPE may also conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions. SPE also needs to follow the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience.
The jobholder is expected to support PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC. Usually SPE pairs to City/Division level branches with a number of PRMs no less than 12. SPE is in charge of below additional job duties besides the duty of band 6 PE:
-Division/City level performance coaching, using different material and tools to coach RMs for achieving wealth performance.
-Division/City level pipeline monitoring and management to help Division/City to achieve wealth related target.
-Division/City level sales force enabler, which include the coordination and management of continuous training and Coaching, especially timely evaluation and follow up.
-Division/City level Staff wealth related activity follow up, such as Wealth accreditation, Wealth Initiatives, etc.
-Support and coordinate Division/City level customer seminar and RM event (workshop, experience sharing, etc.).
-Cross Division/City experience sharing coordination and implementation.
- Guide and direct band 6 PE in business in their Division/City.
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
职位要求：
To be successful in the role, you should meet the following requirements:
1. Knowledge and experience
? Minimum of six years of working experience as a product specialist or financial advisor
? At least one year of working experience as a product expert or BSM/SBM in RBWM.
? Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
? Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
? Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
? Demonstrated ability and experience to correctly identify client needs
? Solid skills to manage consultative sales process
? A solid understanding of global anti money laundering standards
? 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/Estate Planning/Retirement/Protection/Mortage etc.
2.Accreditations
? Attain appropriate professional and regulatory qualifications as required by market
? Attain any internal standards as required by country
3. Leadership capabilities
? Have or attain an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly
? Ambitious about providing the highest standards of delivery to colleagues and clients
? Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
? Authentic and shows ability to engage with colleagues and clients to deliver at pace
? Make considered decisions that protect HSBC and our clients
4. Global Wealth Management capabilities
? Ability to transfer skills and knowledge by demonstration, coaching and observation
? Disciplined professional who is able to set and follow organised client portfolio process's by relationship manager in
a proactive manner
? Able to work independently to construct technical product analysis to support PRMs and aid PRM experience and client decisions
? Technical coaching skills in area of expertise
? Experienced group presenter
? Proven ability in customising presentations to meet individual client needs
A mature individual able to instil confidence with colleagues and clients alike
You’ll achieve more at HSBC.
www.hsbc.com.cn/careers
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 and inclusive and diverse environment.
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Issued by HSBC Bank (China) Company Limited

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