# 财富及财务规划专家 Wealth and Financial Specialist (7C)

**Company**: Intl Wealth & Premier Banking
**Location**: Beijing, Beijing
**Experience**: senior
**Job type**: full-time
**Category**: Insurance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612594899?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-and-financial-specialist-7c-543bf9e8-eef/

## 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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## Skills

### Required
- financial planning
- insurance brokerage
- investment analysis
- client relationship management
- Chinese

### Nice to have
- Fund Qualification
- CFP
- AFP
- EFP
- CFA

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612594899?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)