Financial Planning Manager ID172...
ID:158291946|
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Job ID: 0000K9XA
Description
Wealth & Personal Banking
In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.
We are currently seeking an experienced professional to join our team.
In this role, you will:
- Ensure the end to end financial planning model is fully comply with internal and external compliance standard.
- Be familiar with financial planning knowledge, for example, family trust, asset allocation and advisory etc.
Be responsible and accountable for driving and delivering effective and innovative client proposition activities that aligns with business priorities and demonstrates core strength and capabilities of the business.
- Support to drive customer centric propositions leveraging data analytics, market research, competitors analysis for business insights to achieve best outcomes to our customers, to our business and to our brand.
- Ensure workflow and operational processes are effectively executed with relevant approvals obtained and available resources are applied efficiently.
- Ensure our client propositions capabilities and outputs (including communications) match to the standard of international industry leaders.
Qualifications
To be successful in the role, you should meet the following requirements:
- University graduate or above
- Good stakeholder management skill, including external and internal stakeholders
- Good English and Mandarin communication, MS Excel skill, MS PowerPoint skill
- Familiar with asset allocation and advisory
- At least 5 years’ experience in banking industry with at least 3 years’ experience in products/solution/sales
- Hands on project delivery and deal with external consultancy/companies, 2LoD and audit is a plus
- Experience in investment strategy/investment portfolio construction is a plus.
You’ll achieve more when you join HSBC.
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 Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website./RW
Issued by HSBC Bank (China) Company Limited
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
汇丰银行(中国)有限公司于2007年4月2日正式开业,是一家本地注册的外资法人银行,由香港上海汇丰银行有限公司全资拥有。香港上海汇丰银行有限公司于1865年在香港和上海成立,是汇丰集团的创始成员。汇丰中国前身是香港上海汇丰银行有限公司的原中国内地分支机构。
汇丰是在内地投资较多的外资银行之一,在投资自身发展的同时,也入股内地中资金融机构,包括交通银行。
汇丰中国目前拥有员工约7000人,其中约99%是本地人才。 汇丰中国已在内地50多个城市设立了约140个服务网点,是内地网点最多、地域覆盖较广的外资银行。
凭借对中国内地市场的深入了解和国际金融服务专业经验,汇丰在内地为客户提供广泛的金融和银行服务,包括财富管理及个人银行业务、工商金融业务以及环球银行及资本市场业务。
HSBC Bank (China) Company Limited started operations on 2 April 2007 as a locally incorporated foreign bank. It is owned by the Hongkong and Shanghai Banking Corporation Limited, the founding member of the HSBC Group, which was established in Hong Kong and Shanghai in 1865. HSBC China incorporated the previous Mainland offices of its parent.
HSBC is one of the largest investors among foreign banks in mainland China, having invested in the growth of its own operations and in select Mainland financial services entities, including Bank of Communications.
HSBC China employs around 7,000 staff, around 99 per cent of whom were recruited locally. It has a branch network of around 140 outlets across more than 50 cities. This is the largest service network covering the widest geographical reach by any foreign bank in mainland China.
HSBC’s knowledge of mainland China and its international operations enable it to provide customers with a wide range of financial and banking services, including wealth and personal banking, commercial banking, and global banking and markets.