Job ref no.: 0000IE0U

Wealth Investment Product Expert 投資顧問 - Wealth and Personal Banking


Job Highlights

  • One of the world’s leading international banks
  • Excellent Career Progression
  • Training provided

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals.  We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking a high calibre professional to join our team as a Wealth Investment Product Expert.

Principal responsibilities

  • Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
  • Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
  • Engage in joint servicing or calls with customers regarding their investment needs, and participate in client or off-site functions as and when required
  • Supply timely market and product updates to both staff and customers
  • Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience
  • Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers

我們現正尋找優秀的專業人士加入我們的團隊,成為投資顧問 。


  • 為團隊提供技術及技能指導以達成團隊業務目標
  • 與客戶經理及財富管理團隊緊密合作,在業務規劃和聯席會議上提供專業服務
  • 就客戶投資需求提供聯營服務或進行電話聯絡,並在需要時參與外出會議
  • 向員工和客戶提供及時的市場及產品更新
  • 與財富管理團隊及開發團隊在新產品、提升產品及改善客戶體驗方面緊密合作
  • 協助前線團隊處理客戶服務需求及糾紛,確保為客戶提供最佳支援


  • University degree with honours in economics, finance, business, mathematics or a related discipline
  • Solid relationship manager or sales role experience in either retail or private or commercial or investment banks or fund houses with a focus on the distribution of investment products
  • Sound investment consultation and presentation skills
  • Excellent interpersonal and communications skills, with the ability to work effectively as part of a team
  • Strong knowledge of all wealth management products and with expertise in customer portfolio management
  • Licensed for promoting investment and insurance products
  • Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other professional qualification preferred
  • Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin


  • 持有經濟、金融、商業本科、數學或相關學科榮譽學位
  • 在零售、私人、商業、投資銀行、基金公司擁有紮實的客戶服務或銷售經驗,善於推銷投資產品
  • 具優秀的投資諮詢及表達技巧
  • 具出色的人際及溝通技巧,能融入團隊工作
  • 對財富管理產品有深入了解,並具備客戶投資組合管理的專業知識
  • 持有推廣投資及保險產品的牌照
  • 特許金融分析師、註冊財務規劃師、註冊財務管理規劃師、金融風險管理師或其他專業資格優先
  • 英語、粵語寫作及會話能力俱佳,普通話達溝通水平


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 an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management


More job information
Job ref no. 0000IE0U
Job Function
  • Kowloon City
Work Model
  • On-site / At the workplace
Employment Term
  • Full-time
  • 2 years - 3 years
Career Level
  • Non-management level
  • Degree