About the role
FinEx AI summary
Wealth Investment Product Expert supporting HSBC Premier Relationship Managers in Hong Kong. Provides market updates, investment solutions, joint meetings with Premier customers, and product training and coaching to enhance relationship managers' product and market knowledge. Works with Relationship Management and Wealth Management teams on business planning and joint servicing.
Core skills
Wealth investment productsInvestment solutionsMarket updatesCustomer needs analysisProduct training and coachingStaff team development