Description
Wealth and Financial Specialist (7C) at HSBC Insurance Brokerage Company Limited
As a part of HSBC Group, we aim to help clients achieve their financial goals through wealth planning services. Our role involves providing comprehensive wealth planning and insurance brokerage services to high-net-worth individuals.
Key Responsibilities:
- Develop and maintain relationships with high-net-worth clients, providing tailored investment and insurance solutions
- Conduct financial needs analysis and create personalized wealth plans
- Recommend suitable insurance products and investment options, including fund products
- Ensure compliance with regulatory requirements and HSBC standards
Requirements:
- Bachelor's degree or above in finance, business, or related fields
- 3+ years of experience in financial sales and wealth management, or 5+ years of sales experience in other industries
- Strong communication and interpersonal skills
- Goal-oriented and self-motivated with a strong desire to learn and grow
- Proficiency in Chinese (written and verbal)
- Relevant certifications such as Fund Qualification, CFP, AFP, EFP, or CFA are preferred
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