職位描述

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:

- 提供新產品培訓，幫助客戶獲得更好的理財市場信息和解決辦法。根據客戶財務需求，提供合適的財富管理經驗和良好的客戶體驗。

- 幫助客戶經理獲得并加深客戶信任，提高滿足客戶財務需求的有效性和質量。

- 利用先進的技術專長，加強客戶對匯豐在財富管理市場上的領先形象。

- 幫助客戶經理梳理客戶財務組合，根據市場和政策變化，判斷潛在機會并管理風險，對客戶持有產品進行相應調整

- 陪同客戶經理約見客人，并基于產品和解決方法提供專業建議

- 如果客戶經理發現了客戶需求只是保險，可以直接推薦給保險專家，保險專家可以繼續銷售并獨立完成銷售流程。

- 利用專長給客戶經理提供輔導和培訓

- 活動量要求：客戶產品組合回顧；參與客戶約見；小組培訓和個別輔導；客戶沙龍；角色扮演等

要求

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

- 6年以上相關工作經驗，如保險專家或財富管理專家

- 或1年以上WPB支行行長經驗

- 良好客戶溝通能力，能基于客戶需求提供建議

- 熟悉財富管理相關產品知識以及相關政策規定

- 熟悉外部市場包括市場環境，新產品推出以及對目前產品市場的理解

- 能夠深度挖掘客戶需求

- 熟悉銷售流程

- 熟悉國際反洗錢規則

- 具有團隊合作精神

- 熟悉國際和國內相關法律規定

- 在某一領域特別擅長優先，比如房地產規劃/退休規劃/家庭保障/教育規劃等。

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

Issued by HSBC Bank (China) Company Limited

職位福利：年底雙薪、績效獎金、帶薪年假、補充醫療保險、五險一金、節日福利