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

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

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612521291?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_69bc4e6b-ebe

## Description

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

As a Wealth and Financial Specialist, you will work with high-net-worth individuals to provide comprehensive wealth planning and insurance brokerage services. Your goal will be to help clients achieve their financial objectives through tailored asset allocation solutions.

Key Responsibilities:

- Develop and maintain relationships with high-net-worth clients, providing them with personalized investment and insurance solutions.

- Conduct thorough needs analysis to create customized wealth plans, including risk management and asset allocation strategies.

- Recommend and sell selected high-quality fund products, covering various asset classes such as money market, bonds, hybrid, and equity funds.

- Ensure all personal and team activities comply with relevant laws and regulations, as well as HSBC's standards and procedures.

Requirements:

- 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.

- Results-driven, self-motivated, and target-oriented, with strong analytical and problem-solving skills.

- Fluency in Chinese (Mandarin) is required.

- Professional certifications such as Fund Qualification, Certified Financial Planner (CFP), or others (AFP, EFP, CFA) are preferred.

## Skills

### Required
- wealth management
- insurance brokerage
- financial planning
- asset allocation
- fund sales

### Nice to have
- Fund Qualification
- Certified Financial Planner (CFP)
- AFP
- EFP
- CFA

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612521291?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)