Senior Financial Planning Manager (Shanghai)

HSBC - More jobs by this advertiser
 Job Description - Senior Financial Planning Manager (Shanghai) (0000EIS1)

Job Description 

Senior Financial Planning Manager (Shanghai) : 0000EIS1 



In this role, you will: 

  • Lead the development of best in class customer centric financial planning approach and define a world class and relevant journey that is suitable and valuable for Chinese customers.

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

  • Work closely with products, services and proposition team to deliver coherent value proposition and experience to customers.

  • 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;

  • Draw in multiple expertise within HSBC across Wealth Management, Insurance, Asset Management on an ongoing basis; and continue to iterate and manage multiple releases in line with development of market and customer demand and interest.

  • Model governance of all financial planning related tools

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;

  • Commercial and market focused- strong understanding of current practice, pain points and understanding of opportunities in market such as China

  • Strong knowledge of products such as Insurance, Pensions, Funds and Unit Trusts;

  • Experience working with large scale advisors team and serving mass affluent and affluent clients valuable;

  • Technical knowledge and broad understanding of advice process;

  • Excellent stakeholder management and influencing skills;

  • Fluent in English and Mandarin


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



Job Field

 : Asset and Wealth Management

Primary Location

 : Asia Pacific-China-Guangdong-Guangzhou


 : Full-time 


 : Day JobType of Vacancy : Country vacancy

Job Posting

 : 07-Jul-2020, 18:11:16 

Unposting Date

 : 06-Aug-2020, 23:59:00  

18 November 2020
Work type:
Full time
Banking and Financial Services
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