财富及财务专家 Wealth and Financial Specialist (7C)

Wealth and Financial Specialist (7C) at HSBC Insurance Brokerage Company Limited

As a Wealth and Financial Specialist, you will be part of HSBC Insurance Brokerage Company Limited, a subsidiary of HSBC Group, established in 2022 to provide insurance and wealth management services in mainland China.

Our company aims to help clients achieve their life goals by providing wealth planning services, insurance brokerage, and asset allocation solutions.

Key Responsibilities:

• Expand and serve high-net-worth individual clients, providing comprehensive and customized investment and insurance solutions using wealth planning concepts and digital tools.
• Agent sales of selected high-quality fund products, covering various asset classes such as money market, bonds, hybrid, and stocks.
• Provide one-on-one customized wealth planning services to clients, enhancing 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.
• 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.
• Results-driven, self-motivated, and target-oriented, with strong entrepreneurial spirit and commercial thinking.
• Strong Chinese verbal and written communication skills.
• Preferred qualifications include Fund Qualification, Certified Financial Planner (CFP), or related certifications (AFP, EFP, CFA, etc.).