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更新于 1月6日

高級(jí)財(cái)富安全規(guī)劃經(jīng)理 ID114819

面議
  • 大連中山區(qū)
  • 5-10年
  • 本科
  • 全職
  • 招1人

雇員點(diǎn)評(píng)標(biāo)簽

  • 工作環(huán)境好
  • 同事很nice
  • 人際關(guān)系好
  • 氛圍活躍
  • 團(tuán)隊(duì)執(zhí)行強(qiáng)
  • 福利好
  • 準(zhǔn)時(shí)發(fā)工資
  • 交通便利

職位描述

銀行公司業(yè)務(wù)
Senior Insurance Specialist Wealth & Personal Banking
Job ID: 0000HLFC Description Wealth and Personal Banking (WPB) Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs. We are currently seeking an experienced professional to join our team. In this role, you will: 1. Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise; 2. Support PRMs to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need; 3. Assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solution(s) to client in according to EDRAS. 4. Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks, 5. Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions; 6. Join PRMs in meeting clients and receive referrals from PRMs to help fulfill client's needs by certain complex WEM product. In such cases, PRMs must be limited by their own sales accreditation on certain complex WEM product, while a licensed Senior Product Expert is acting as a back up to help fulfill client's needs but do not directly advise or sell to clients. 7. Improve PRMs product specific technical knowledge by effective on-job coaching and training. Qualifications To be successful in the role, you should meet the following requirements: 1.Knowledge and experience 1) Minimum of five years of working experience as a product specialist or financial advisor 2) Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions 3) Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products 4) Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities 5) Demonstrated ability and experience to correctly identify client needs 6) Solid skills to manage consultative sales process 7) A solid understanding of global anti money laundering standards 8) Team player with collaborative skills 9) Knowledge of local and Group compliance regulations 10) Specialisation in one or more product categories e.g. Structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortage etc. 2.Accreditations 1) Attain appropriate professional and regulatory qualifications as required by market 2) Attain any internal standards as required by country 3. Leadership capabilities 1) Have or attain an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly 2) Ambitious about providing the highest standards of delivery to colleagues and clients 3) Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity 4) Authentic and shows ability to engage with colleagues and clients to deliver at pace 5) Make considered decisions that protect HSBC and our clients 4. Global Wealth Management capabilities 1) Ability to transfer skills and knowledge by demonstration, coaching and observation 2) Disciplined professional who is able to set and follow organised client portfolio process's by relationship manager in a proactive manner 3) Able to work independently to construct technical product analysis to support PRMs and aid PRM experience and client decisions 4) Technical coaching skills in area of expertise 5) Experienced group presenter 6) Proven ability in customising presentations to meet individual client needs 7) A mature individual able to instil confidence with colleagues and clients alike 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. Issued by HSBC Bank (China) Company Limited
職位福利:年底雙薪、績效獎(jiǎng)金、帶薪年假、補(bǔ)充醫(yī)療保險(xiǎn)、五險(xiǎn)一金、節(jié)日福利

工作地點(diǎn)

中山區(qū)匯豐銀行24小時(shí)自助銀行(大連分行)

職位發(fā)布者

李莉/HR

今日活躍
立即溝通
公司Logo匯豐銀行(中國)有限公司
匯豐是在華投資最多的國際金融機(jī)構(gòu)之一,覆蓋銀行、保險(xiǎn)、基金、證券以及金融科技等領(lǐng)域。作為匯豐集團(tuán)在內(nèi)地的旗艦機(jī)構(gòu),匯豐銀行(中國)有限公司在內(nèi)地約50個(gè)城市設(shè)有服務(wù)網(wǎng)點(diǎn),是內(nèi)地網(wǎng)點(diǎn)最多、地域覆蓋最廣的外資銀行。憑借對(duì)內(nèi)地市場的深入了解和國際金融服務(wù)專業(yè)經(jīng)驗(yàn),匯豐中國通過國際財(cái)富管理及卓越理財(cái)業(yè)務(wù)以及企業(yè)及機(jī)構(gòu)銀行業(yè)務(wù),為個(gè)人與企業(yè)客戶提供國際化的金融服務(wù)。
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