Sales Jobs in Taichung, Taiwan (Now Hiring) — 24 open — Page 2

• People Responsibility: N
• Reports To: VP Wealth Coach
• Role Purpose:

  • The Premier proposition is a strategic priority for HSBC and the role of Investment Product Expert (PE) is a key contributor in achieving the proposition objectives. The role is a specialist role and is part of the Premier and Wealth Consulting Team.

  • Senior PE is usually deployed to add value to clients with more complex needs, e.g. Premier and Premier Elite clients and is assigned to a team of Premier Relationship Managers (PRMs). Whilst PRMs own the end-to-end advisory and sales process with clients, PE assists PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them.

  • At times the PE may also conduct product training to support and deliver new product launches and lead client education events to help client gain better knowledge of financial markets and financial solutions. PE also needs to follow the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience.

  • The jobholder is expected to support PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC per listed outcomes below

    1. Acting as a wealth expert in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts etc.

    2. Adding value to clients with more complex needs, e.g. Premier and Premier Elite clients

    3. Assisting PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them

    4. Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience

    5. Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSBC

    6. Conducting product training, to support and deliver new product launches and leading client education events, to help client gain better knowledge of financial markets and financial solutions

<Skills Requirement> 

• Influencing and client-oriented communication skills
• Understanding of Group Wealth Strategy and the ability to plan own activities accordingly
• Ambitious about providing the highest standards of delivery to colleagues and customers
• Ambition of reaching goals for self and ability to deliver these with courage and tenacity
• Making considered decisions that protect HSBC and the business

<License/Qualification Requirement> 

1. Prerequisite Licenses for Wealth Product Expert Manager - Investment/ Wealth Product Expert Manager - Investment are as follows:

• 信託業業務人員 (Trust Level 4)
• 外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員 (SPS) (FDSP) 
• 證券投資信託事業或證券投資顧問事業業務人員 (SITE/SICE)

     2. For Senior Wealth Product Expert Manager - Investment/ Wealth Product Expert Manager - Investment, have to obtain two more licenses as below:

• 人身保險業務員(LIFE): 0~3M
• 身保險業務員銷售外幣收付非投資型保險商品 (LIFEFX): 0~3M