AVP Investment Product Expert

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. Wealth and Personal Banking 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 Wealth and Personal Banking, 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 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.