Senior Financial Planning and Product Expert (资深投资顾问),HSBC Broker

Job Description

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

In this role, you will:

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.

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

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.

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

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


To be successful in the role, you should meet the following requirements:

University degree with honours in economics, finance, business, mathematics or a related discipline

Minimum of six years of working experience as an investment counsellor or product specialist

Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions

Deep knowledge of financial planning to provide wealth management advice to high net wealth customers incl. Retirement / Estate Planning / Family Trust.

Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities

Excellent interpersonal and communications skills, with the ability to work effectively as part of a team

Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity

Excellent investment consultation and presentation skills

Obtained Fund Qualification from AMAC (preferred)

Fluent in English and Mandarin

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Company relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. /YT

Issued by HSBC Insurance Brokerage Company Limited