河源招聘

Senior Wealth Planner Consultant, Jade Retail Banking and Wealth Management

工作编号：0000CP0S

Description

AWA2019

Retail Banking and Wealth Management (RBWM)

Retail Banking and Wealth Management leverages HSBC’s global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.

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

In this role, you will:

· Partner with Top Tier Relationship Managers in deepening and growing client relationships through identifying client's needs and presenting relevant wealth solutions and technical analysis to clients

· Actively support Top Tier Relationship Managers to offer clients solutions that meet their needs and risk profile

· Report to Division Investment Counsellor and work with a cluster of Jade

· Directors to build clients wealth portfolio

· Maintain a high level of technical expertise by working closely with product team and product providers

Qualifications

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

· University degree with honors in economics, finance, business, mathematics or a related discipline

· Experienced in the role of Investment Counsellor or Advisor or Financial Advisor or sales leader role in either retail, private, commercial, investment banks or fund houses

· Solid industrial experiences as a wealth planner or financial advisor

· Strong client skills with ability to deliver needs based solutions and first-of-class client experience

· Deep knowledge of specific complex financial planning solutions and products including the knowledge of financial markets, economic dynamics, financial planning environment, new product solutions and regulatory requirement relevant to financial planning

· Analytical skills to review opportunities in Top Tier Relationship Manager portfolios and engage in client meetings

· Licensed for promoting investment and insurance products is a must

· Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other qualifications is a must

· Good command of both spoken and written Chinese and English

You’ll achieve more when you join HSBC.

www.hsbc.com.cn/careers

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 Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. HSBCHC/HC/*

Issued by HSBC Bank (China) Company Limited

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