Sr Investment Product Expert, HSBC

HSBC

Location:
China, Beijing

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

HSBC International Wealth and Premier Banking (IWPB) serves 41 million customers globally, including retail customers to ultra high net worth individuals. The Sr Investment Product Expert role focuses on providing advanced technical product expertise, supporting Premier Relationship Managers, identifying client needs, and delivering tailored wealth solutions. The role also includes coaching PRMs, conducting portfolio reviews, and high-quality market presentations.

Job Responsibility:

Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise
support Premier Relationship Managers (PRMs) to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need
assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solutions to client
conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients, identify opportunities and manage risks
join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions
improve PRMs product specific technical knowledge by effective on-job coaching and training
deliver high-quality presentations on market and WEM concept in customer seminars.

Requirements:

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 WPB
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, socio-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
specialization in one or more product categories e.g. Structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgage etc.
attain appropriate professional and regulatory qualifications as required by market
attain any internal standards as required by country.

Nice to have:

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 its clients
ability to transfer skills and knowledge by demonstration, coaching and observation
disciplined professional who is able to set and follow organised client portfolio processes by relationship manager in a proactive manner
able to work independently to construct technical product analysis to support JADE RMs and aid JADE RM experience and client decisions
technical coaching skills in area of expertise
experienced group presenter
proven ability in customizing presentations to meet individual client needs
a mature individual able to instill confidence with colleagues and clients alike.

What we offer:

Annual leave (10-25 days)
paid sick leave
volunteer leave
birthday leave
comprehensive insurance plans (life insurance, accidental insurance, critical illness insurance, supplemental health insurance)
annual employee health checkups
flexible benefits platform (customizable benefits to suit different life stages)
free professional psychological health consultation for employees and their immediate family members
corporate pension plans to supplement retirement savings
flexible work options
professional study reimbursement programs.

Additional Information:

Job Posted:
October 14, 2025

Expiration:
December 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Sr Investment Product Expert