财富及财务专家 Wealth and Financial Specialist (7C)
Beijing
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Self-motivation","Goal-oriented","Independent work","Resilience","Ability to work under pressure"]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,提供专业的投资及保险保障资产配置方案(保障、投资、子女教育与退休计划等),并通过一对一量身定制提升客户口碑与推荐。同时代理销售精选优质基金产品,覆盖货币型、债券型、混合型与股票型。确保团队与个人活动符合相关法律法规及汇丰标准。
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