汇丰
Wealth Product Expert Manager - Investment
Wealth Product Expert Manager - Investment
发布于 21 天前普通员工/个人贡献者
Taipei, Taipei City, Taiwan; Taichung City, Taiwan; Kaohsiung City, Taiwan; Tainan City, Taiwan; Taoyuan City, Taiwan; Hsinchu City, Taiwan
高级经验
全职员工
仅现场办公
本科
销售与零售
Compliance
Product Knowledge
Sales
Wealth Management
Coaching
Investment
AI 估算 · 30k–50k
Taiwan-based wealth management role at a top global bank, requiring specialized licenses and advanced investment knowledge, mark
职位详情
关于这个职位
This role focuses on driving investment product sales strategies in assigned areas of Taiwan. You will work on-site to achieve KPI targets, coach Relationship Managers, and enhance investment professionalism through training and joint calls. It requires deep investment knowledge and strong communication skills.
最低要求
University or above graduated
Proven experience with track record in investment and product knowledge
Possess of experience in two of the following roles: sales, financial consultant, investment research, investment product, in the wealth management industry
Proven ability to achieve business results
Strong communication, coaching, and presentation skills
Must be a team player and eager to take initiatives to drive business
License/Qualification Requirement:
信託業務人員
投信投顧業務員
結構型商品銷售人員
金融市場常識與職業道德
工作职责
Working on site to drive investment sales activities for the assigned area to achieve agreed KPI objectives
Lifting up PRM investment professionalism and productivity through various efforts, including training, coaching, joint calls, seminar, and other communication activities
The jobholder must be able to work closely with front line to fulfill the needs and to transfer professional skills to PRM/RMs to ensure a balanced growth
AI 洞察
优缺点分析
优点
- Work with a global leading bank with strong brand and resources.
- Develop deep expertise in wealth products and sales coaching.
- Exposure to high-net-worth clients and complex investment solutions.
- Pressure to achieve aggressive sales targets in a competitive market.
- Requires continuous learning of new financial products and regulations.
- On-site work with no remote flexibility, limiting location independence.
- Candidates with strong investment sales background who enjoy coaching and working directly with clients in a high-performance environment.
缺点 / 挑战
暂无明显挑战项
角色解读
- Advance to regional or head-office wealth management roles.
- Move into private banking or asset management advisory.
- Progress to team leadership or product strategy positions.
- Drive investment product sales in assigned branches to meet KPIs.
- Coach and train Relationship Managers on investment products and sales techniques.
- Conduct joint sales calls and seminars to boost team productivity.
- Strong investment product knowledge and proven sales track record.
- Excellent coaching, communication, and presentation abilities.
- Relevant financial licenses (trust, securities, structured products).
申请策略
- Research HSBC's wealth management products and recent market trends.
- Tailor your CV to highlight both sales results and people development.
- Quantify past sales achievements, e.g., percentage of KPI attainment.
- Emphasize coaching experience and team performance improvement.
- List all relevant financial licenses and product certifications.
- Obtain additional licenses like CFP or CFA to boost credibility.
- Practice presentation and coaching skills through peer workshops.
面试指南
- Use STAR method for behavioral questions: Situation, Task, Action, Result.
- For coaching questions, focus on empathy, structured follow-ups, and measurable outcomes.
- How do you coach a struggling RM to improve investment sales?
- Describe a time you exceeded a sales target
- what strategies did you use?
- How do you stay updated on investment market trends and product changes?
- What is your approach to building trust with clients in wealth management?
- Explain a complex investment product in simple terms.
职位点评
61
综合评分
Senior wealth sales role at a top global bank, strong on development, limited work flexibility.
更适合这类人
Candidates prioritizing skill growth and sales performance over work-life flexibility.
表现最好
成长发展
相对薄弱
工作生活
薪资福利70
成长发展75
工作生活40
使命价值60
薪资福利
70中等
Salary and benefits are competitive for the role but not explicitly disclosed; likely market standard for a global bank.
薪资信号未披露（AI估算：30K-50K/月）
成长发展
75中等
Strong growth potential through coaching and product expertise, but JD does not mention formal training or promotion paths.
技术前沿主流现代技术
技术栈Investment products、Wealth management、Sales coaching
成长机会coaching、training
业务类型profit_center
工作生活
40较低
On-site work with no remote options, limited flexibility; locations across Taiwan may involve travel.
工作模式仅现场办公
办公地点市区核心地段
加班情况未提及（无法判断）
使命价值
60中等
Wealth management contributes to client financial well-being, but industry growth is stable, not high-impact.
行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流
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