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","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。

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
1 day ago

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

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 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。
Location: Beijing
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •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资产配置服务
  • •为客户提供定制化的投资及保险保障方案,覆盖保障、投资、子女教育与退休计划等
  • •代理销售精选优质基金产品,并向客户推荐高品质代销基金
  • •通过高质量服务提升客户口碑与推荐
  • •确保个人与团队活动遵守相关法律法规及汇丰标准和规程

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
  • •良好的沟通与人际交往/表达能力
  • •目标导向,能高效、独立工作,具备学习成长意愿与抗压能力
  • •具备较强中文口头及书面沟通能力;持有基金从业资格、CFP或相关证书者优先
Experience:3+ yearsFinancial servicesWealth managementInsurance
Education:Bachelor's
Skills:CommunicationInterpersonal skillsSelf-motivationGoal-orientedIndependent workResilienceAbility to work under pressure
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