- Set the strategic direction of the investment and wealth solutions for clients, especially in the areas of Brokerage, Investment Advisory and Investment Banking referral
- Provide investment support, education and guidance to external clients, prospects and Investment Counsellors
- Develop comprehensive investment strategy and asset allocation proposal appropriate to clients, and coordinate execution with appropriate products and services
- Provide input and support for the development of new business initiatives and product enhancement in the covered areas
- Manage the life cycle of the onboarded products/services including authorities reporting, product/service training, performance monitoring and communication, risk and compliance issues follow up, etc.
- Provide regular and timely updates on investment opportunities to clients, prospects and Investment Counsellors
- Coordinate with relevant departments to complete the policy and procedure write up
- Other projects or initiatives assigned by line manager Requirements
- Master Degree and/or CFA, minimum 7 years' experience in product related role in financial institutions, and minimum 5 years' experience in Securities houses
- SAC qualifications is pre-requisite, esp Investment Advisory Qualification
- Good business acumen with understanding of the Securities house's businesses including Brokerage, Investment Advisory, Investment Banking, Asset Management, Derivatives, etc.
- Extensive knowledge of wealth management business (onshore and offshore), and competitive and regulatory environment
- Highly independent and a good team player
- Strong analytical skill with strategic thinking ability and good project management skills
- Client-focused, with strong negotiation, communication and presentation (written and oral) skills
- Able to work under pressure and solve complex problems
- Fluent in both English and Chinese writing and speaking
Product Specialist, Private Wealth, Qianhai - Shanghai, 中国 - HSBC
描述
HSBC Qianhai
HSBC Qianhai Securities Limited (HSBC Qianhai) is HSBC's securities flagship in China and 90% owned by HSBC. We are headquartered in Shenzhen, heart of the Greater Bay Area, with branch offices in Beijing and Shanghai.
At HSBC Qianhai, our clients are at the heart of everything we do and we build long-term, strategic relationships with them. We leverage on HSBC's unique global footprint and deep-rooted China franchise to help clients navigate market opportunities.
For two years in a row in 2020 and 2021, we have been recognized for our M&A and ECM capabilities with awards from China's Securities Times, and our dual language research unit was voted for A-Share research by clients in the Asiamoney broker survey.
Responsibilities of the role holder
To be successful in the role, you should meet the following requirements:
Location:Shanghai, China