Private Wealth Planner私人财富规划师
Who we are 我们是谁
We are a needs based financial planning team, focused on customers’ overall well-being
Our purpose 我们的目标
We support our customers to fulfill their promises to themselves and their loved ones, and help them be at their best across all aspects of their lives
Our mission starts with genuinely understanding our customers and their families. We aim to uncover the customers’ aspirations for themselves and their loved ones. We provide professional, bespoke solutions, and strive to help customers keep their promises and protect what matters most.
We genuinely care about our customers’ wellness. We are stewards for their financial health, and a gateway to our wider health and wellness ecosystem supporting their physical and mental well-being. We also provide access to HSBC’s banking and international network to support their wider banking needs.
HSBC’s ambition 汇丰集团展望
Bringing our international expertise to China, we aim to lead the change to professionalize wealth management and insurance sales experience in mainland China by providing a differentiated needs-based financial planning experience to customers that aims to truly understand their aspirations and provide bespoke, professional advice and solutions in their best interests. We go beyond finance to help our clients fulfill their promises, to build relationships for the long term and be there for the customers whenever and wherever needed.
As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled opportunities to develop your career in a high-profile growing business area.
In your role as a Private Wealth Planner you will have the support of fully dedicated field managers to focus on your personal development and HSBC ecosystem support of warm leads and holistic training program to realize the full potential of being part of HSBC. We have a result driven performance environment and are constantly evolving our thinking and ways of working to achieve our ambition.
Identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers
Engage end to end I&I service including customer needs identification, solution recommendations, application fulfillment, and follow up
Provide specialist advice on appropriate I&I solutions to meet the family protection, education, retirement and legacy planning needs
Delivering against demanding performance expectations across customer engagement, financial planning and new business KPIs
Manage individual portfolio to ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagement
Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and broader organization
Ensure self and team activities comply with relevant legal and regulatory requirements and meets HSBC standards and procedures
Tertiary or university level education, preferably in finance, business or a related discipline
Certified Financial Planner (CFP) or similar certifications (AFP, EFP, CFA, etc.) will be an advantage
Front line sales experience is preferred, especially if gained in the Insurance or Wealth Management industry
Professionals without Wealth Management or Insurance industry experience, or fresh graduates are also welcome to apply
Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Highly self-motivated and self-disciplined with the ability to work effectively and independently
Possess the ability to apply entrepreneurial and commercial thinking to deliver business performance
Strong verbal and written communication skills in Chinese.
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 an 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.