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Senior Financial Planning and Pr...

ID:152991126

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  • 五险一金
  • 补充医疗保险
  • 定期体检
  • 弹性工作
  • 年终奖金
  • 企业年金
  • 专业培训

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职位信息
  • 启动日期:2024-04-23
  • 招聘部门:其他
  • 汇报对象:无
  • 下属人数:无
  • 职位描述:
  • We are currently seeking an experienced professional to join our team.
    In this role, you will:
    - Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise, and provide internal training materials on portfolio strategy, as well as investment product insights to internal stakeholders.
    - Conduct training to deliver new investment product launches and translate product strategy to PWP.
    - Supply timely market and product updates, and assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers.
    - Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders.
    - Work closely with the Investment Product Team and Financial Planning Team on new products, product enhancements and improvements in customer experience
    Qualifications
    To be successful in the role, you should meet the following requirements:
    - University degree with honours in economics, finance, business, mathematics or a related discipline
    - Minimum of six years of working experience as an investment counsellor or product specialist
    - Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
    - Deep knowledge of financial planning to provide wealth management advice to high net wealth customers incl. Retirement / Estate Planning / Family Trust.
    - Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
    - Excellent interpersonal and communications skills, with the ability to work effectively as part of a team
    - Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
    - Excellent investment consultation and presentation skills
    - Obtained Fund Qualification from AMAC (preferred)
    - Fluent in English and Mandarin
    HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Company relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. /YT
    Issued by HSBC Insurance Brokerage Company Limited

职位要求
  • 年龄要求:不限

    工作年限:5-7年

  • 学历要求:本科及以上

    专业要求:不限

  • 是否统招:统招

    语言要求:无

企业介绍

汇丰金融科技服务(上海)有限责任公司(“汇丰金科”)于2020年9月在中国(上海)自贸区临港新片区注册成立,是外商独资金融科技子公司。作为集团在中国投***头⒄拐铰缘闹氐悖惴峤鹂浦铝τ诮诘亓煜鹊目萍即葱履芰τ牖惴岫嗄甑墓式鹑诜窬橄嘟岷希没チ⒋笫荨⑷斯ぶ悄艿燃际酰ü⒋葱碌氖纸饩龇桨肝突б约靶幸荡丛旒壑怠4戳⒊跗谥饕惴峒湃碌囊贫剿饺瞬聘还婊峁┦指衬埽蟹⒐┢笠凳褂玫脑惫じ@徒】倒芾砥教ǎ⒅鸩轿拍谕飧喑峙平鹑诨固峁┫喙刂С帧

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汇丰金融科技服务(上海)有限责任公司

  • 外资(欧美)
  • 500-1000人
  • 金融 | 休闲/娱乐
  • 国际金融中心 地图