HSBC

Associate Vice President Investment Product Expert Pekanbaru

Pekanbaru

FULL TIME

October 22, 2024

Job Advert Details
Some careers shine brighter than others.

If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an experienced professional to join this team in the role of Associate Vice President Investment Product Expert Pekanbaru
Responsibilities:
  • Support Premier Relationship Manager in improving sales quality, deepening and building the client relationship with HSBC.
  • Support and work closely in partnership with Premier Relationship Manager team to identify client needs and sales opportunities. Provide specialist support and knowledge.
  • Drive market leading, standards for conduct and controls in line with HSBC Values and expectations
  • Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise

Qualifications
To be successful in this role, you should meet the following requirements:
  • Strong coaching and influencing skills
  • Indepth knowledge and expertise in area of coaching responsiblilty including portfolio planning, sales process and client skill
  • Previous experience and proven record as investment/FX Specialist within HSBC or equivalent in other leading financial institution
  • Proven ability to multi-task in a fast paced work environment and prioritize work assignments
  • Have an understanding of the immediate Wealth Strategy and the ability to plan own activities accordingly
  • Ambitious about providing the highest standards of delivery to colleagues and clients
  • In depth knowledge of holistic Financial Planning Strategies
  • Detailed understanding of generic financial vehicles and the areas of client needs they address in a financial plan
  • Advanced levels of presentation skills using different platforms
  • Up to date knowledge of global economic outlooks
  • Able to demonstrate client centric goal related questioning techniques

You’ll achieve more at HSBC

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 an inclusive and diverse environment

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