Description
As a Wealth and Financial Specialist (7C) at HSBC Insurance Brokerage Company Limited, you will provide wealth planning and insurance brokerage services to high-net-worth individuals in Beijing.
The company was established in 2022 as part of HSBC Group's efforts to expand its insurance and wealth product distribution in mainland China.
Your main responsibilities will include:
- Providing personalized investment and insurance solutions to high-net-worth individuals, including asset allocation services for their financial goals, such as protection, investment, education, and retirement planning.
- Selling selected high-quality fund products, covering various types such as money market, bond, hybrid, and equity funds.
- Delivering exceptional customer service, tailoring wealth plans to meet individual client needs, and enhancing client satisfaction and referrals.
- Ensuring compliance with relevant laws and regulations, as well as adhering to HSBC's standards and procedures.
To be successful in this role, you will need:
- A bachelor's degree or above in finance, business, or a related field.
- At least 3 years of experience in financial sales and wealth management, or 5 years of experience in sales or sales management in other industries.
- Excellent communication and interpersonal skills.
- Strong self-motivation, discipline, and goal-oriented mindset.
- Eagerness to learn and grow, with an entrepreneurial spirit and commercial thinking.
- Proficiency in Chinese, both written and verbal.
- Holding certifications such as Fund Qualification, Certified Financial Planner (CFP), or other relevant qualifications (AFP, EFP, CFA, etc.) is preferred.
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