该职位招聘实体为汇丰人寿，且该职位为汇丰人寿提供服务。
Some careers open more doors than others.

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.
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，以客户需求为导向，研究财富管理策略
• 为客户提供专业全面、量身打造的投资及保险规划服务，包括保障、储蓄、投资、子女教育、退休计划等，为高端客户提供资产配置及财富传承方案
• 将客户需求与本公司的金融产品进行匹配，为客户提供投资及保险规划方案专业建议，协助其完成申请流程
• 与客户保持良好的沟通，做好维护与服务跟踪，不断提高客户满意度，保证持续率
• 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
• 积极开拓人际网络，为团队提供业务引荐，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

任职要求：
• 本科或以上学历，财务、商业或相关专业为佳（大专学历的优秀人才也欢迎申请）
• 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优先考虑，无相关经验者及应届生也欢迎申请
• 善于沟通，良好的人际交往能力及表达能力
• 积极进取，有自律意识，能高效和独立地工作
• 有事业心，具备创业精神及商业思维
• 具备较强的中文口头及书面沟通能力

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 Company relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.