Financial Planning Manager

HSBC - More jobs by this advertiser
 Job Description - Financial Planning Manager (0000EF0M)

Job Description 

Financial Planning Manager : 0000EF0M 



In this role, you will: 

  • Develop training and accreditation content and standards in collaboration with Distribution team, including material to support advisor on boarding and ongoing professional development.

  • Ensure the end to end Financial Planner workflow and sales management handbook are up-to-date at all time.

  • Lead the on-going improvement and review of sales quality requirement, process and policy to ensure appropriateness of advice and fair customer outcomes in all instances.


HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and where 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.









  • Undergraduate degree in related field (e.g. finance, accounting).  CFP, CFA certified preferred.

  • Customer centric- able to clearly understand the needs and wants of customers.

  • Knowledge of products such as Insurance, Pensions, Funds and Unit Trusts.

  • Excellent stakeholder management and influencing skills.

  • Fluent in English and Mandarin.

***Issued by HSBC Electronic Data Processing (Guangdong) Ltd. GSC China***








Job Field

 : Reporting and Analytics

Primary Location

 : Asia Pacific-China-Guangdong-Guangzhou


 : Full-time 


 : Day JobType of Vacancy : Country vacancy

Job Posting

 : 20-May-2020, 19:45:46 

Unposting Date

 : 30-Jun-2020, 23:59:00  

20 May 2020
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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