AVP Investment Product Expert
Jakarta, West Java, ID, 12920
Some careers shine brighter than others
International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
We are currently seeking an experienced professional to join this team in the role of AVP Investment Product Expert.
Responsibilities:
• Adding value to clients with more complex needs, e.g. 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 PRMs 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 client gain better knowledge of financial markets and financial solutions
To be successful in this role, you should meet the following requirements:
• Solid job experience in Investment for minimum 7 (seven) years
• Hold minimum bachelor’s degree
• Extensive wealth management products’ knowledge
• Strong discipline, sales-driven, and proactive to deliver excellence outcome
• Good interpersonal skill, persuasive and has ability to influence others through positive attitude, and exemplary behaviour
• Problem solving skills, as well as - sufficient understanding and strong commitment to comply with prevailing regulations and internal procedures
You’ll achieve more at HSBC
HSBC is committed to building a culture where all employees are valued, respected and every opinion counts. We take pride in providing a workplace that fosters professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. We want everyone to achieve their potential with equality regardless of gender, ethnicity, disability, religion, age, or any other trait protected by applicable law. If you need any support or have any access requirements, we encourage you to inform us through email at recruitment.hrd@hsbc.co.id at the time of your application, so that we can support you through your recruitment journey.