Advisory Specialist - Sales Enablement (6 Months Contract)

We are currently seeking a high calibre professional to join our team as an Advisory Specialist - Sales Enablement.

In this role you will be:

• Focus on delivering the best-in-class investment journey for contractual advisory mandates for different client segments.
• Drive the commercialization of the advisory proposition by moving client assets into Prism mandates.
• Provide sales enablement support for the front office through training and education related to both Prism and the usage of Aladdin, including direct client facing activities.
• Offer expertise on Aladdin Wealth to Prism clients and Front Office.
• Handle complex client cases that requires the usage of Prism and Aladdin Wealth to increase the share of wallet or for asset retention purposes.
• Offer expertise on how best to deliver investment advice across client channels and to leverage on the global investment capabilities of the bank and usage of technology to further digitalize the client experience
• Provide input and support for the enhancement of fee-based contractual advisory mandates
• Ensure integrity of sales process and compliance with all HSBC and regulatory policies
• To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators 

To be successful you will need:

• RNF licensed.
• Degree in finance/business and preferably with other professional accreditations such as CFA
• Relevant experience in private banking or asset management, with a focus on portfolio management or investment advisory
• Strong understanding of asset allocation and portfolio construction across all asset classes
• Knowledge of sales process and client advisory journey
• Client focused with strong sales, analytical, and relationship building skills
• Sales oriented and an effective communicator
• Ability to speak fluently in Mandarin is a plus for client communication

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited.

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