Wealth Investment Product Expert - Wealth & Personal Banking
Published on www.allthetopbananas.com 25 Dec 2024
Wealth Investment Product Expert . As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions, providing market updates to support Premier Relationship Managers exploring wealth investment opportunities. Through joint meetings with Premier customers, you will understand customers’ needs and provide wealth investment solutions. Additionally, you will provide investment product training & coaching to enhance Relationship Managers' product and market knowledge. 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. *Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories.
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