Private Wealth Planner 私人财富规划师

HSBC - More jobs by this advertiser
 Job Description - Private Wealth Planner 私人财富规划师 (0000E0AT)

Job Description 

Private Wealth Planner 私人财富规划师 : 0000E0AT 

Description

 



Private Wealth Planner私人财富规划师


 

Introduction 简介


 


加入世界一流的金融机构,为客户提供保险保障和财富管理服务,帮助客户兑现他们对自己和挚爱家人的承诺。


Who we are  我们是谁


We are a needs based financial planning team, focused on customers’ overall well-being


我们是重视需求导向为先的财富管理规划团队;始终秉承客户第一的原则,为其不同人生阶段的身心健康和财富健康提供产品解决方案和服务。


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.


 


我们支持客户兑现他们对自己和挚爱家人的承诺。,协助他们在生活的方方面面都能达成最好的状态。从容把握此刻、无惧未来


 


我们的使命始于真正了解客户和他的家庭,知其所需,为其所想。并基于此提供量身定制的财务解决方案。


 


通过我们的专业金融保险服务,陪伴并支持客户通往更全面,广泛的健康及财务生态系统。其中包括汇丰银行和其国际化网络中更为丰富的产品和服务体验。


 


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.


 


借力汇丰集团广博的国际经验,我们致力于在专业化的道路上引领财富管理和中国保险市场。我们相信以客为先,针对客户的实际需求为其量身定做差异化财富管理规划、并提供专业意见和方案,才是真正意义上的创造价值。知其所需,为其所想, 我们也立志用超越金融领域的视野,整合汇丰专长,助力支持客户实现主要人生目标。


 


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.


作为团队的一员,您可以享受汇丰作为全球最大的银行和金融服务机构之一带来的品牌和平台优势,并获得在备受瞩目的成长型业务领域中发展个人职业生涯的卓越机会。


 


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.


 


汇丰人寿将为您配备专门的业务辅导经理,全力支持您的个人发展,并通过汇丰生态系统提供准客户和全面的培训体系,帮助您在汇丰实现您的潜能。我们提供以结果为导向的绩效管理模式,不断革新思维及工作方式来实现目标。


 


Principal responsibilities


 


  • 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


 


工作职责:


  • 运用财富规划理念,洞悉并捕捉投资和保险业务机会,同时确保为不同客户带来公正结果

  • 为客户提供全面的投资及保险规划服务,包括识别客户需求、方案建议、完成申请及后续追踪

  • 为客户提供投资及保险规划方案专业建议,以满足客户在家庭保障、子女教育、退休计划及财富传承上的需求

  • 全方位达成客户接洽、财富规划和新业务指标等各类业绩目标

  • 有效管理个人工作,获得最高客户满意度,并通过高质量的售后服务和客户维护,保证持续率

  • 在团队和组织中,通过确保有质量的业务引荐,提升引荐能力,建立维护积极向上的团队文化。

  • 确保个人与团队活动遵守相关法律法规的要求,且符合汇丰的标准和规程



 

Qualifications

 

Requirements

 

  • 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.

 

 

任职要求:

  • 大专或本科学历,财务、商业或相关专业为佳

  • 具有国际金融理财师(CFP)或相关证书(AFP,EFP,CFA等)者优先考虑

  • 具有一线销售经验,尤其从事保险和财富管理行业者可优先考虑

  • 不具备财富管理和保险相关经验或应届生也可申请

  • 具有良好的沟通能力,出色的聆听技巧,能以简洁明了的方式传达复杂信息的能力

  • 具有很强的自我激励和自律意识,能高效和独立地工作

  • 具备能够让业绩达标的创业精神及商业思维

  • 具备较强的中文口头和书面沟通能力

 

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.

 

汇丰人寿致力于创建一个重视和尊重员工,聆听员工意见的文化氛围。我们非常自豪可以为员工提供一个可助力于持续的职业发展平台,灵活的工作机制和探索多元共融的工作环境。汇丰人寿所掌握的关于您申请职位的个人信息将会严格根据我们的隐私政策声明使用,该声明在网站上可查询。

 

 

Job Field

 : Insurance

Primary Location

 : Asia Pacific-China-Shanghai-Shanghai

Schedule

 : Full-time 

Shift

 : Day JobType of Vacancy : Country vacancy

Job Posting

 : 20-Dec-2019, 18:45:32 

Unposting Date

 : 31-Mar-2020, 23:59:00  



28 November 2020
Location:
Work type:
Full time
Sector:
Banking and Financial Services
Profession:
Other
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This advertiser's application form opens in a new window. Check your browser's popup blocker settings if you experience problems.

Bookmark and Share
  • Previous Next


This website uses cookies

This website uses cookies to improve user experience. By using our website you consent to all cookies in accordance with our Cookie Policy.
I agree
Read more