Description
We are seeking a Wealth and Financial Specialist to join our team in Beijing. As a part of HSBC Group, we aim to help clients achieve their financial goals through wealth planning services.
Responsibilities:
- Expand and serve high-net-worth individual clients, providing comprehensive and customized investment and insurance asset allocation services using wealth planning concepts and digital tools.
- Agent sales of selected high-quality fund products, covering various types such as money market, bond, hybrid, and stock.
- Provide one-on-one customized wealth planning services to clients, improving client satisfaction and referrals.
- Ensure compliance with relevant laws and regulations, as well as HSBC's standards and procedures.
Requirements:
- Bachelor's degree or above, preferably in finance, business, or related fields.
- 3 years or more of experience in financial sales and wealth management, or 5 years or more of experience in sales or sales management in other industries.
- Strong communication and interpersonal skills.
- Results-driven, self-motivated, and target-oriented.
- Ability to work independently and efficiently.
- Strong Chinese oral and written communication skills.
- Fund industry qualifications, CFP, or related certifications (AFP, EFP, CFA, etc.) are preferred.
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