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招聘经理 · 上海友创人力资源-kaiyunI体育官网网页登录入口-ios/安卓/手机版app下载

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职位介绍: In this role, you will: At times the (Sr)IPE may conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions. (Sr)IPE also needs to follow the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience. The jobholder is expected to support PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC. And increase the effectiveness and quality of needs fulfilled for target clients in need. Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise. Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, 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; Join PRMs in meeting clients and receive referrals from PRMs to help fulfill client’s needs by certain complex WEM product. In such cases, PRMs must be limited by their own sales accreditation on certain complex WEM product, while a licensed (Sr)IPE is acting as a back up to help fulfill client’s needs but do not sell to clients. Improve PRMs product specific technical knowledge by effective on-job coaching and training. Activity: Portfolio Reviews with PRMs Joint Appointments Group Training and Development sessions with PRMs WEM seminar Coaching/Role play Qualifications To be successful in the role, you should meet the following requirements: Minimum of five years of working experience as a product specialist or financial advisor 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, social-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 Specialisation in one or more product categories e.g. /Trusts/Wealth planning/Retirement/Protection/Legacy etc.

其他信息: 语言要求：不限; 行业要求：银行

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