Senior Investment Product Expert

2 weeks ago


Dubai, Dubai, United Arab Emirates HSBC Full time

Requirements

In order to excel in the position, you need to meet the following criteria:

Knowledge and experience

  • Minimum six years of experience as a product specialist or financial advisor
  • At least one year as a product expert or BSM/SBM in WPB
  • Strong client skills focusing on delivering excellent client experiences and offering tailored solutions
  • In-depth understanding of complex financial solutions, financial markets, socio-economic factors, and regulatory requirements
  • Extensive knowledge of market conditions, new product offerings, and current financial trends
  • Demonstrated ability to identify client needs accurately
  • Proficiency in managing consultative sales processes
  • Familiarity with global anti-money laundering standards
  • Team player with strong collaborative abilities
  • Understanding of local and Group compliance regulations
  • Expertise in one or more product categories like Structured Products, FX, Investments, Trusts, Estate Planning, Retirement, Protection, Mortgage, etc.

Accreditations

  • Obtain relevant professional and regulatory qualifications as mandated by the market
  • Meet internal standards based on country requirements


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