财富及财务专家 Wealth and Financial Specialist (7C) (Shenzhen, GD, CN, 518048)

HSBC
Shenzhen
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Interpersonal skills","Expression","Goal orientation","Independent working","Resilience","Self-driven"]

拓展并服务高净值个人客户,运用财富规划理念与数字工具,提供以保障与投资为核心的一对一资产配置服务,覆盖健康保障、传承、子女教育与退休计划等方案。同时负责代销优质基金产品,为客户提供精选投资选择并提升口碑推荐。确保个人与团队活动遵守相关法律法规及汇丰标准与规程。

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FursaFursa
HSBC
HSBC
1 day ago

财富及财务专家 Wealth and Financial Specialist (7C) (Shenzhen, GD, CN, 518048)

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Last checked: 3 hours agoStatus: Live

Job Summary

拓展并服务高净值个人客户,运用财富规划理念与数字工具,提供以保障与投资为核心的一对一资产配置服务,覆盖健康保障、传承、子女教育与退休计划等方案。同时负责代销优质基金产品,为客户提供精选投资选择并提升口碑推荐。确保个人与团队活动遵守相关法律法规及汇丰标准与规程。
Location: Shenzhen
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •拓展与服务高净值个人客户,为客户提供专业的投资及保险保障等资产配置服务(保障、投资、子女教育、退休计划等)
  • •代理销售精选优质基金产品,涵盖货币型、债券型、混合型、股票型基金,并为客户提供精选代销基金选择
  • •通过高质量服务为客户一对一定制财富规划,并持续提升口碑推荐
  • •确保个人与团队活动遵守相关法律法规要求
  • •确保个人与团队活动符合汇丰的标准和规程

Key Requirements

  • •本科或以上学历,财务、商业等或相关专业为佳
  • •3年及以上金融销售和财富管理经验,或其他行业5年以上销售/销售管理经验
  • •具备良好的沟通、人际交往与表达能力
  • •目标导向,能高效独立工作,具备抗压能力
  • •具备基金从业资格、CFP(或AFP/EFP/CFA等相关证书)者优先
Experience:Wealth managementFinancial servicesInsuranceFund sales
Education:Bachelor's in 财务、商业等或相关专业(具体专业未明确)
Skills:CommunicationInterpersonal skillsExpressionGoal orientationIndependent workingResilienceSelf-driven
Certifications:基金从业资格CFPAFPEFPCFA
Languages:Chinese
Tech Stack:Digital tools

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