Chengdu, Sichuan, China
11 days ago
Senior Financial Planning and Product Expert,Chengdu 资深投资顾问,成都, HSBC Broker

We are currently seeking an experienced professional to join our team.

In this role, you will:

Ÿ Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise, and provide internal training materials on portfolio strategy, as well as investment product insights to internal stakeholders.

Ÿ Conduct training to deliver new investment product launches and translate product strategy to PWP.

Ÿ Supply timely market and product updates, and assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers.

Ÿ Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders.

Ÿ Work closely with the Investment Product Team and Financial Planning Team on new products, product enhancements and improvements in customer experience

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