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    更新于 11月25日

    Senior Investment Product Expert Wealth ID162219

    面議
    • 廣州天河區(qū)
    • 5-10年
    • 本科
    • 全職
    • 招1人

    雇員點(diǎn)評(píng)標(biāo)簽

    • 工作環(huán)境好
    • 同事很nice
    • 人際關(guān)系好
    • 氛圍活躍
    • 團(tuán)隊(duì)執(zhí)行強(qiáng)
    • 福利好
    • 準(zhǔn)時(shí)發(fā)工資
    • 交通便利

    職位描述

    Senior Investment Product Expert Wealth & Personal Banking (高級(jí))投資產(chǎn)品專(zhuān)家
    Job ID: 0000K308
    Description
    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:
    - Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
    - Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
    - Supply timely market and product updates to both staff and customers
    - Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience
    - Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers
    - 開(kāi)展卓越理財(cái)客戶(hù)的陪訪(fǎng)工作,發(fā)掘客戶(hù)財(cái)富管理需求,根據(jù)客戶(hù)的風(fēng)險(xiǎn)水平和投資偏好支持客戶(hù)做出資產(chǎn)配置決策
    - 針對(duì)內(nèi)部銷(xiāo)售團(tuán)隊(duì)進(jìn)行市場(chǎng)和投資產(chǎn)品的介紹、更新和培訓(xùn)工作
    - 針對(duì)卓越理財(cái)客戶(hù)經(jīng)理進(jìn)行市場(chǎng)、產(chǎn)品和溝通能力的輔導(dǎo)工作,制定和落實(shí)提高改善計(jì)劃
    - 對(duì)卓越理財(cái)客戶(hù)現(xiàn)有資產(chǎn)配置表現(xiàn)進(jìn)行回顧,支持客戶(hù)的再平衡決策
    - 根據(jù)分支行需求,主講和支持財(cái)富管理講座和論壇,分享銀行對(duì)市場(chǎng)的觀(guān)點(diǎn)和財(cái)富管理理念
    Qualifications
    To be successful in the role, you should meet the following requirements:
    - University degree with honors in economics, finance, business or a related discipline.
    - Minimum 5 years of working experience as a product specialist, financial advisor or sales manager.
    - Strong knowledge of all wealth management products and with expertise in customer portfolio management
    - Excellent interpersonal skills and presentation skills
    - A mature individual able to instill confidence with colleagues and clients alike
    - Fluent written and verbal English
    - 經(jīng)濟(jì)、金融、商業(yè)或相關(guān)學(xué)科本科或以上學(xué)歷
    - 5年以上的金融機(jī)構(gòu)財(cái)富管理、投資顧問(wèn)、銷(xiāo)售或團(tuán)隊(duì)領(lǐng)導(dǎo)工作經(jīng)驗(yàn)
    - 熟悉環(huán)球和國(guó)內(nèi)投資市場(chǎng)、具備扎實(shí)的財(cái)富管理相關(guān)產(chǎn)品知識(shí)。
    - 良好的表達(dá)能力和公開(kāi)演講能力
    - 成熟獨(dú)立,抗壓能力強(qiáng),親和力較強(qiáng),對(duì)客戶(hù)溝通和幫助他人提高充滿(mǎn)熱情
    - 良好的英文聽(tīng)說(shuō)讀寫(xiě)能力
    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. HSBCAXS/BG
    Issued by HSBC Bank (China) Company Limited

    工作地點(diǎn)

    匯豐銀行(廣州天河城支行)

    職位發(fā)布者

    李莉/HR

    當(dāng)前在線(xiàn)
    立即溝通
    公司Logo匯豐銀行(中國(guó))有限公司
    匯豐銀行(中國(guó))有限公司于2007年4月2日正式開(kāi)業(yè),是一家本地注冊(cè)的外資法人銀行,由香港上海匯豐銀行有限公司全資擁有。香港上海匯豐銀行有限公司于1865年在香港和上海成立,是匯豐集團(tuán)的創(chuàng)始成員。匯豐中國(guó)前身是香港上海匯豐銀行有限公司的原中國(guó)內(nèi)地分支機(jī)構(gòu)。匯豐是在內(nèi)地投資最多的外資銀行之一,在投資自身發(fā)展的同時(shí),也入股內(nèi)地中資金融機(jī)構(gòu),包括交通銀行。匯豐中國(guó)目前擁有員工約7000人,其中約99%是本地人才。匯豐中國(guó)已在內(nèi)地50多個(gè)城市設(shè)立了140多個(gè)服務(wù)網(wǎng)點(diǎn),是內(nèi)地網(wǎng)點(diǎn)最多、地域覆蓋最廣的外資銀行。憑借對(duì)中國(guó)內(nèi)地市場(chǎng)的深入了解和國(guó)際金融服務(wù)專(zhuān)業(yè)經(jīng)驗(yàn),匯豐在內(nèi)地為客戶(hù)提供廣泛的金融和銀行服務(wù),包括財(cái)富管理及個(gè)人銀行業(yè)務(wù)、工商金融業(yè)務(wù)以及環(huán)球銀行及資本市場(chǎng)業(yè)務(wù)。
    公司主頁(yè)
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