北京招聘

HSBC Life Insurance Company Limited

Headquartered in Shanghai, HSBC Life Insurance Company Limited is a 50-50 joint venture between HSBC Insurance (Asia) Limited and The National Trust Ltd. with a registered capital of RMB 1025 million. HSBC Life offers a comprehensive range of insurance solutions to our customers covering protection, retirement, children’s education, wealth growth and management, and legacy planning.



We are currently seeking an experienced professional to join our team.



In this role, you will


Co-ordinate the Private Wealth Planners to deliver on agreed customer and sales strategies
Focused on developing the sales team through delivery of sales coaching, sales skills seminars and product/proposition knowledge engagements
Build and maintain a customer-oriented team culture, through e.g. attending key customer
meetings with the planners to role-model quality sales delivery and best in class customer relationship management practices
Strong activity and performance management expectation for the mobile planner team; identify and address performance gaps and provide performance updates to top management
Help planners to identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers
Delivering against teams’ demanding performance expectations across customer engagement, financial planning and new business KPIs
Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and broader organization
Ensure self and team activities comply with relevant legal and regulatory requirements and meets HSBC standards and procedures

工作职责：
按照既定的客户资源和销售策略，在下属私人财富规划师之间做相应资源调配
通过提供销售辅导，组织销售技巧研讨会及产品/议题相关培训活动， 发展销售团队
建立和维护以客户为导向的团队文化，通过例如与私人财富规划师一起参加重要客户陪谈会议，展现出良好的销售技巧及树立极佳客户关系管理的行为榜样。
为私人财富规划师团队提供强有力的活动和绩效管理预期规划；识别及解决绩效差距，并向高级管理层及时更新绩效信息
帮助私人财富规划师识别和抓住投资/保险等商业机会，运用财富规划的方法确保为所有类型的客户提供公平的理财结果
在客户参与、财务规划及新业务关键绩效指标方面，达到团队要求的绩效预期
通过在团队成员及更广泛的组织中确保高质量的业务推荐和推荐技能，打造并维护积极的团队文化
确保自身和团队的行为符合相关法律和监管的要求及符合汇丰的标准和流程



Qualifications



To be successful in the role, you should meet the following requirements



University education (BA or higher)
Minimum 5-8 years sales, people and relationship management experience in financial services within a high quality team
Strong coaching skills and business acumen
Proved to deliver and drive outstanding customer experience (ideally a financial planning experience) and building lasting customer relationships
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Possess the ability to apply entrepreneurial and commercial thinking to deliver team’s business performance
Strong verbal and written communication skills in Chinese and basic knowledge of English



任职要求：
大学本科及以上学历
至少5-8年在金融行业内高质量团队中从事销售，人员及客户关系管理经验
较强的辅导技巧及业务敏感度
有提供并推动卓越的客户体验（财务规划经验为佳）且能持久维护客户关系的经验
高度的自我激励及自我约束能力，可以有效并独立地工作
具备应用创业和商业思维来实现团队业绩目标的能力
良好的中文及基本的英语口头和书面沟通能力



You’ll achieve more when you join HSBC.



HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Company relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.



Issued by HSBC Life Insurance Company Limited

汇丰人寿保险有限公司由汇丰保险（亚洲）有限公司和国民信托有限公司合资成立，双方各占50%股权，公司注册资本为10.25亿元人民币，总部设于上海。汇丰人寿为客户提供全面的保险服务，覆盖保障、退休养老、子女教育、财富增值与传承。

汇丰私人财富规划，通过创新科技数字解决方案，智能赋能移动数字工具，随时随地为个人及家庭，提供定制财富规划和保障服务。

我们通过：
“汇丰人寿”提供保障相关产品及财富规划服务
“汇丰金融科技”提供数字科技赋能
“汇丰汇选”APP提供一站式财富科技服务

HSBC Life Insurance currently utilizes AJINGA, a third party recruitment management system, to process job applications. Please watch out for emails, SMS, and/or WeChat messages from AJINGA. Note that AJINGA will only send notices from the following email, and will not ask you to provide any personal data by responding to the message directly.

E-mail: hsbcrecruiting@mail.ajinga.com