Description
We are seeking a Senior Wealth and Financial Specialist to join our team in Beijing. As part of HSBC Group, we aim to help clients achieve their financial goals through wealth planning services.
The successful candidate will be responsible for:
- Providing comprehensive wealth planning and insurance brokerage services to high-net-worth individuals
- Expanding and servicing existing client relationships
- Selling selected high-quality fund products
- Delivering tailored wealth planning solutions to clients
- Ensuring compliance with relevant laws and regulations
Requirements:
- Bachelor's degree or above in finance, business, or related field
- 5-8 years of experience in financial sales and wealth management
- Strong communication and interpersonal skills
- Proactive and goal-oriented with a strong work ethic
- Fluency in Chinese (written and verbal)
- Relevant certifications such as Fund Qualification, CFP, AFP, EFP, or CFA are preferred
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