锦鲤求职

汇丰控股

Senior Investment Product Expert (投资策略专家)

锦鲤会替你打开官网网申、按简历自动填表提交,你只需要在关键步骤确认。

岗位描述

Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives 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 University degree with honors in economics, finance, business or a related discipline. Accumulated extensive working experience as a product specialist, financial advisor or sales manager. Strong knowledge of all wealth management products and with expertise in customer portfolio management Excellent interpersonal skills and presentation skills A mature individual able to instill confidence with colleagues and clients alike Fluent written and verbal English 经济、金融、商业或相关学科本科或以上学历 丰富的金融机构财富管理、投资顾问、销售或团队领导工作经验 熟悉环球和国内投资市场、具备扎实的财富管理相关产品知识。 良好的表达能力和公开演讲能力 成熟独立,抗压能力强,亲和力较强,对客户沟通和帮助他人提高充满热情 良好的英文听说读写能力

其他金融职位方向的申请准备

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