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職位描述

Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an experienced professional to join our team.

In this role, you will:

- 提供新產(chǎn)品培訓(xùn)，幫助客戶獲得更好的理財(cái)市場信息和解決辦法。根據(jù)客戶財(cái)務(wù)需求，提供合適的財(cái)富管理經(jīng)驗(yàn)和良好的客戶體驗(yàn)。

- 幫助客戶經(jīng)理獲得并加深客戶信任，提高滿足客戶財(cái)務(wù)需求的有效性和質(zhì)量。

- 利用先進(jìn)的技術(shù)專長，加強(qiáng)客戶對匯豐在財(cái)富管理市場上的領(lǐng)先形象。

- 幫助客戶經(jīng)理梳理客戶財(cái)務(wù)組合，根據(jù)市場和政策變化，判斷潛在機(jī)會(huì)并管理風(fēng)險(xiǎn)，對客戶持有產(chǎn)品進(jìn)行相應(yīng)調(diào)整

- 陪同客戶經(jīng)理約見客人，并基于產(chǎn)品和解決方法提供專業(yè)建議

- 如果客戶經(jīng)理發(fā)現(xiàn)了客戶需求只是保險(xiǎn)，可以直接推薦給保險(xiǎn)專家，保險(xiǎn)專家可以繼續(xù)銷售并獨(dú)立完成銷售流程。

- 利用專長給客戶經(jīng)理提供輔導(dǎo)和培訓(xùn)

- 活動(dòng)量要求：客戶產(chǎn)品組合回顧；參與客戶約見；小組培訓(xùn)和個(gè)別輔導(dǎo)；客戶沙龍；角色扮演等

要求

To be successful in the role, you should meet the following requirements:

- 6年以上相關(guān)工作經(jīng)驗(yàn)，如保險(xiǎn)專家或財(cái)富管理專家

- 或1年以上WPB支行行長經(jīng)驗(yàn)

- 良好客戶溝通能力，能基于客戶需求提供建議

- 熟悉財(cái)富管理相關(guān)產(chǎn)品知識以及相關(guān)政策規(guī)定

- 熟悉外部市場包括市場環(huán)境，新產(chǎn)品推出以及對目前產(chǎn)品市場的理解

- 能夠深度挖掘客戶需求

- 熟悉銷售流程

- 熟悉國際反洗錢規(guī)則

- 具有團(tuán)隊(duì)合作精神

- 熟悉國際和國內(nèi)相關(guān)法律規(guī)定

- 在某一領(lǐng)域特別擅長優(yōu)先，比如房地產(chǎn)規(guī)劃/退休規(guī)劃/家庭保障/教育規(guī)劃等。

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. /HX

Issued by HSBC Bank (China) Company Limited

職位福利：年底雙薪、績效獎(jiǎng)金、帶薪年假、補(bǔ)充醫(yī)療保險(xiǎn)、五險(xiǎn)一金、節(jié)日福利