Description
As a Wealth and Financial Specialist at HSBC Insurance Brokerage Company Limited, you will provide wealth planning and insurance brokerage services to high-net-worth individuals.
The company, part of the HSBC Group, aims to help clients achieve their financial goals through tailored asset allocation solutions.
Key responsibilities:
- Develop and maintain relationships with high-net-worth clients, providing comprehensive investment and insurance solutions
- Offer selected high-quality fund products, covering various asset classes such as money market, bonds, mixed, and stocks
- Create personalized wealth plans for clients, enhancing their overall satisfaction and loyalty
- Ensure compliance with relevant laws and regulations, adhering to HSBC's standards and procedures
Requirements:
- Bachelor's degree or above, preferably in finance, business, or related fields
- At least 3 years of experience in financial sales and wealth management, or 5 years of sales or sales management experience in other industries
- Excellent communication and interpersonal skills
- Results-driven, self-motivated, and target-oriented, with strong analytical and problem-solving abilities
- Fluency in Chinese, both written and verbal
- Relevant certifications such as Fund Qualification, CFP, AFP, EFP, or CFA are advantageous
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