Insurance Product Expert Beijing Branch
汇丰银行(中国)有限公司
- 公司规模:5000-10000人
- 公司性质:外资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2021-06-04
- 工作地点:北京
- 招聘人数:若干人
- 工作经验:3-4年经验
- 学历要求:本科
- 职位月薪:1.5-2.5万/月
- 职位类别:理财顾问/财务规划师
职位描述
-To drive and implement Bank’s insurance sales strategy in RBWM Division.
-To assist Personal Relationship Officer in identifying potential customers, holding joint calls / meetings, conducting financial planning and reviews etc. client-oriented professional to proactively manage a complex portfolio of clients, becoming a trusted advisor to lead strategic dialogues with clients at a portfolio level through the understanding of specific business requirements and delivering creative and flexible customer solutions.
-To schedule regular visits to the sub-branches within Division, and liaise with China Headquarter (CNQ) Wealth Management / Learning and Development Department to deliver regular staff coaching on basic insurance knowledge and selling skills.
-To identify and proactively promote best practice sharing among the division.
-To actively explore market / competitor information, identify opportunities and gaps, and provide feedback to relevant teams.
- Successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
Requirment:
-Bachelor degree or above with 3 to 4 years’ related working experience on life insurance.
-Sales and Service Oriented, strong interpersonal skills, with self-motivated attitude.
-Good understanding of insurance products in both HSBC and other market player.
-Good communication and presentation skills.
-Fluent in English and Mandarin, with other dialect preferred.
-AFP / CFP certificates are preferred.
职能类别:理财顾问/财务规划师
关键字:保险产品专家
公司介绍
“开拓全球机遇”乃汇丰的使命,也是集团价值所在。我们发挥***的专业知识、能力、广阔视野及多元观点,致力为客户开拓崭新机遇。我们云集人才,集思广益,汇聚资本,促进业务发展及增长,为集团的客户、雇员、投资者、社区,以至整个世界缔造更美好的未来。
汇丰控股有限公司在伦敦、香港、纽约和百慕大证券交易所上市,股东约 194,000 名,遍布全球 130个国家和地区。
联系方式
- Email:hsbcrecruiting@mail.ajinga.com
- 公司地址:上海市浦东新区世纪大道8号上海国金中心汇丰银行大楼 (邮编:200003)
- 电话:18122358846