财富及财务专家 Wealth and Financial Specialist (7C) (Guangzhou, GD, CN, 510000)

HSBC
Guangzhou
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Interpersonal skills","Expression","Independence","Resilience"]

Expand and serve high-net-worth individual clients using wealth-planning concepts and digital tools to deliver tailored investment and insurance asset allocation plans. Provide access to selected fund products across money market, bond, hybrid, and equity categories. Drive high-quality service to build client referrals, while ensuring personal and team activities comply with relevant laws, regulations, and HSBC standards.

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HSBC
HSBC
1 day ago

财富及财务专家 Wealth and Financial Specialist (7C) (Guangzhou, GD, CN, 510000)

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Last checked: 3 hours agoStatus: Live

Job Summary

Expand and serve high-net-worth individual clients using wealth-planning concepts and digital tools to deliver tailored investment and insurance asset allocation plans. Provide access to selected fund products across money market, bond, hybrid, and equity categories. Drive high-quality service to build client referrals, while ensuring personal and team activities comply with relevant laws, regulations, and HSBC standards.
Location: Guangzhou
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Develop and serve high-net-worth personal clients with wealth-planning concepts and digital tools, providing tailored investment and insurance asset allocation plans.
  • •Promote and sell selected high-quality fund products (including money market, bond, hybrid, and equity categories).
  • •Provide professional, personalized wealth planning to improve service quality and drive client reputation and referrals.
  • •Ensure personal and team activities comply with relevant laws, regulations, and HSBC standards and procedures.

Key Requirements

  • •Bachelor’s degree or above, preferably in finance, business, or related fields.
  • •3+ years in financial sales and wealth management, or 5+ years sales/sales management experience in other industries.
  • •Strong communication, interpersonal skills, and expression ability.
  • •Self-driven, goal-oriented, able to work efficiently and independently; resilience under pressure.
  • •Strong Chinese oral and written communication skills; fund practitioner qualification, CFP or related certificates preferred.
Education:Bachelor's
Skills:CommunicationInterpersonal skillsExpressionIndependenceResilience
Certifications:基金从业资格CFPAFPEFPCFA
Languages:Chinese

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn