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 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.