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Investment Specialist

2 months ago

Johor Bahru, Johor, Malaysia HSBC Full time
{"h1": "Unlock New Opportunities with HSBC

","p": "At HSBC, we're committed to helping our customers achieve their financial goals. As an Investment Specialist, you'll play a key role in delivering exceptional service and expertise to our clients, helping them navigate the complexities of the financial markets and make informed decisions about their wealth.

","ul": [{"li": "Deployed to add value to clients with more complex needs, e.g. top-tier and mid-tier Premier clients and is assigned to a team of Premier Relationship Managers (PRMs)."}, {"li": "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."}, {"li": "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."}, {"li": "Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks."}, {"li": "Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions."}, {"li": "Communicate effectively with clients on complex technical subjects, helping them to improve understanding of financial markets and the value and risks of financial solutions through educational events."}, {"li": "Initiate and conduct educational events with clients to improve clients' financial literacy and knowledge of financial markets and solutions."}, {"li": "Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders."}, {"li": "Ensure that products managed by PRMs have been reviewed by appropriate Product Experts and are suitable for clients based on their risk profiles."}, {"li": "Ensure all processes and procedures are accurate and in accordance with the HSBC Bank policy standards and regulatory requirements"}], "h2": "Key Responsibilities

","p": "As an Investment Specialist, you'll be responsible for

","ul": [{"li": "Deployed to add value to clients with more complex needs, e.g. top-tier and mid-tier Premier clients and is assigned to a team of Premier Relationship Managers (PRMs)."}, {"li": "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."}, {"li": "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."}, {"li": "Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks."}, {"li": "Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions."}, {"li": "Communicate effectively with clients on complex technical subjects, helping them to improve understanding of financial markets and the value and risks of financial solutions through educational events."}, {"li": "Initiate and conduct educational events with clients to improve clients' financial literacy and knowledge of financial markets and solutions."}, {"li": "Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders."}, {"li": "Ensure that products managed by PRMs have been reviewed by appropriate Product Experts and are suitable for clients based on their risk profiles."}, {"li": "Ensure all processes and procedures are accurate and in accordance with the HSBC Bank policy standards and regulatory requirements"}], "h3": "What We Offer

","p": "As an Investment Specialist at HSBC, you'll have the opportunity to

","ul": [{"li": "Work with a talented team of professionals who are passionate about delivering exceptional service and expertise to our clients."}, {"li": "Develop your skills and knowledge in wealth management and financial markets through ongoing training and development programs."}, {"li": "Contribute to the growth and success of our Wealth and Personal Banking business, working closely with colleagues to achieve divisional business targets."}, {"li": "Enjoy a competitive salary and benefits package, including bonuses and stock options."}, {"li": "Have access to a range of employee benefits, including health insurance, retirement plans, and paid time off."}, {"li": "Be part of a global organization with a strong commitment to diversity, equity, and inclusion."}, {"li": "Have the opportunity to work on challenging projects and develop your skills and expertise in a dynamic and fast-paced environment."}], "h4": "About HSBC

","p": "HSBC is one of the world's largest banking and financial services organizations, with operations in over 80 countries and territories worldwide. We're committed to helping our customers achieve their financial goals, and we're passionate about delivering exceptional service and expertise to our clients.

","p": "At HSBC, we believe in the importance of diversity, equity, and inclusion, and we're committed to creating a workplace that's inclusive and respectful of all employees. We offer a range of employee benefits, including health insurance, retirement plans, and paid time off, and we're committed to supporting the well-being of our employees through ongoing training and development programs.

","p": "If you're passionate about delivering exceptional service and expertise to our clients, and you're looking for a challenging and rewarding career opportunity, we'd love to hear from you.

","p": "Please submit your application, including your resume and a cover letter, to

","p": "We look forward to hearing from you

"}