财富及财务专家 Wealth and Financial Specialist (7C)

HSBC
Beijing
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Goal orientation","Independent work","Pressure tolerance"]

Provide wealth-planning and insurance brokerage services to high-net-worth individuals using wealth-planning concepts and digital tools. Build one-to-one tailored investment and protection plans covering保障、投资、子女教育 and退休计划, and continuously improve client recommendations through high-quality service. Also sell selected high-quality fund products and ensure compliance with relevant laws, regulations, and HSBC standards for individual and team activities.

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FursaFursa
HSBC
HSBC
1 day ago

财富及财务专家 Wealth and Financial Specialist (7C)

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Last checked: 4 hours agoStatus: Live

Job Summary

Provide wealth-planning and insurance brokerage services to high-net-worth individuals using wealth-planning concepts and digital tools. Build one-to-one tailored investment and protection plans covering保障、投资、子女教育 and退休计划, and continuously improve client recommendations through high-quality service. Also sell selected high-quality fund products and ensure compliance with relevant laws, regulations, and HSBC standards for individual and team activities.
Location: Beijing
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Develop and serve high-net-worth individual clients by providing professional, tailored asset allocation services using wealth-planning concepts and digital tools.
  • •Deliver one-to-one wealth-planning outcomes covering protection, investment, children’s education, and retirement planning.
  • •Act as an agent to sell selected high-quality fund products across money market, bond, hybrid, and equity categories.
  • •Provide high-quality service to increase client word-of-mouth and referrals.
  • •Ensure compliance of individual and team activities with relevant laws, regulations, and HSBC standards and procedures.

Key Requirements

  • •Bachelor’s degree or above, preferably in finance, business, or related majors.
  • •3+ years of experience in financial sales and wealth management, or 5+ years of sales/sales management experience in other industries.
  • •Strong communication, interpersonal skills, and presentation/expression ability.
  • •Self-driven and goal-oriented, able to work efficiently and independently under pressure.
  • •Chinese oral and written communication skills; fund practitioner qualification and/or CFP (AFP/EFP/CFA preferred).
Experience:3+ yearsWealth managementFinancial sales
Education:Bachelor's in finance, business or related
Skills:CommunicationInterpersonal skillsGoal orientationIndependent workPressure tolerance
Certifications:CFPCFAAFPEFPFund practitioner qualification
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