# 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**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612594862?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/wealth-and-financial-specialist-7c-ee445551-54e/

## Description

We are seeking a Wealth and Financial Specialist to join our team in Beijing. As a part of HSBC Group, we aim to help clients achieve their financial goals through wealth planning services.

Responsibilities:

- Expand and serve high-net-worth individual clients, providing comprehensive and customized investment and insurance asset allocation services using wealth planning concepts and digital tools.

- Agent sales of selected high-quality fund products, covering various types such as money market, bond, hybrid, and stock.

- Provide one-on-one customized wealth planning services to clients, improving 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.

- 3 years or more of experience in financial sales and wealth management, or 5 years or more of experience in sales or sales management in other industries.

- Strong communication and interpersonal skills.

- Results-driven, self-motivated, and target-oriented.

- Ability to work independently and efficiently.

- Strong Chinese oral and written communication skills.

- Fund industry qualifications, CFP, or related certifications (AFP, EFP, CFA, etc.) are preferred.

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## Skills

### Required
- financial sales
- wealth management
- communication
- interpersonal skills
- Chinese

### Nice to have
- fund industry qualifications
- CFP
- AFP
- EFP
- CFA

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612594862?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)