# 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/563774612594896?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-and-financial-specialist-7c-70bd7dbe-38d/

## Description

As a Wealth and Financial Specialist at HSBC Insurance Brokerage Company Limited, you will provide wealth planning and insurance brokerage services to high-net-worth individuals.

The company, part of the HSBC Group, aims to help clients achieve their financial goals through tailored asset allocation solutions.

Key responsibilities:

- Develop and maintain relationships with high-net-worth clients, providing comprehensive investment and insurance solutions

- Offer selected high-quality fund products, covering various asset classes such as money market, bonds, mixed, and stocks

- Create personalized wealth plans for clients, enhancing their overall satisfaction and loyalty

- Ensure compliance with relevant laws and regulations, adhering to 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 sales or sales management experience in other industries

- Excellent communication and interpersonal skills

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

- Fluency in Chinese, both written and verbal

- Relevant certifications such as Fund Qualification, CFP, AFP, EFP, or CFA are advantageous

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## Skills

### Required
- financial planning
- insurance brokerage
- fund sales
- wealth 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/563774612594896?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)