职位详情

SeniorWealthConsultant(Jade)HSBCChina-（职位编号：0000CIPY）RetailBankingandWealthManagement(RBWM)RetailBankingandWealthManagementleveragesHSBC’sglobalretailbankingexpertiseandwealthmanagementcapabilitiestodeliverabroadrangeofworld-classretailbankingsolutionstomillionsofcustomers.Drivingforgrowthinkeymarketsaroundtheworld,thebusinesscomprisesareassuchasretailbanking,wealthmanagement,insuranceandassetmanagement,withafocusoncustomer-centricpropositionsandinnovativeandefficientdistributionchannelsthatwilldifferentiateourcustomerexperienceanddelivermarketleadingretailbankingandwealthmanagementsolutions.Wearecurrentlyseekinganexperiencedprofessionaltojoinourteam.Inthisrole,youwill:?-StrengthenHSBC'simageasaleadingwealthproviderbyprovidingclientswithaccesstoadvancedtechnicalproductexpertise-SupportJadeRMstogainmoreclients'confidenceandtrustinHSBCcapabilitiesandincreasetheeffectivenessandqualityofneedsfulfilledfortargetclientsinneed-AssistJadeRMsindeepeningandgrowingclientrelationshipsthroughidentifyinganduncoveringclient'sneeds,identifyingrelevantwealthsolutionandtechnicalanalysis,andassistingJADERMsinpresentingandexplainingsolution(s)toclientinaccordingtoEDRAS-ConductportfolioreviewswithJADERMs,assessproductsuitabilityandmarketandregulatorychangeimpacttoproductsheldbyclientsasappropriate,identifyopportunitiesandmanagerisks-JoinJADERMsinmeetingclientsandprovideadvice,inputbasedontechnicalknowledgewhileactingasasecondpointofcontacttoJADERMsforspecificproductsandsolutions-JoinJADERMsinmeetingclientsandreceivereferralsfromJADERMstohelpfulfillclient'sneedsbycertaincomplexWEMproduct.Insuchcases,JADERMsmustbelimitedbytheirownsalesaccreditationoncertaincomplexWEMproduct,whilealicensedWealthConsultant(Jade)isactingasabackuptohelpfulfillclient'sneedsbutdonotdirectlyadviseorselltoclients-ImproveJADERMsproductspecifictechnicalknowledgebyeffectiveon-jobcoachingandtraining-Meetoperationaleffectivenessandcontrolrequirement.Tobesuccessfulintherole,youshouldmeetthefollowingrequirements:KnowledgeandexperienceMinimumofsixyearsofworkingexperienceasaproductspecialistorfinancialadvisorAtleastoneyearofworkingexperienceasaproductexpertorBSM/SBMinRBWMStrongclientskillswiththeabilitytodeliverastrongclientexperienceandprovideneeds-basedsolutionsDeepknowledgeofspecificcomplexfinancialsolutionsandproductsincludingtheknowledgeoffinancialmarkets,socia-economicdynamics,andregulatoryrequirementrelevanttotheproductsExtensiveexternalmarketawarenessofmarketconditions,newproductsolutions,andanunderstandingofcurrentfinancialmarketactivitiesDemonstratedabilityandexperiencetocorrectlyidentifyclientneedsSolidskillstomanageconsultativesalesprocessAsolidunderstandingofglobalantimoneylaunderingstandardsTeamplayerwithcollaborativeskillsKnowledgeoflocalandGroupcomplianceregulationsSpecialisationinoneormoreproductcategoriese.g.StructuredProducts/FX/Investments/Trusts/EstatePlanning/Retirement/Protection/Mortageetc.AccreditationsAttainappropriateprofessionalandregulatoryqualificationsasrequiredbymarketAttainanyinternalstandardsasrequiredbycountryLeadershipcapabilitiesHaveorattainanunderstandingoftheimmediateregionalGlobalWealthStrategyandtheabilitytoplanownactivitiesaccordinglyAmbitiousaboutprovidingthehigheststandardsofdeliverytocolleaguesandclientsDemonstratesabilitytosetstretchgoalsforselfandtheabilitytodeliverthesewithcourageandtenacityAuthenticandshowsabilitytoengagewithcolleaguesandclientstodeliveratpaceMakeconsidereddecisionsthatprotectHSBCandourclientsGlobalWealthManagementcapabilitiesAbilitytotransferskillsandknowledgebydemonstration,coachingandobservationDisciplinedprofessionalwhoisabletosetandfolloworganisedclientportfolioprocess'sbyrelationshipmanagerinaproactivemannerAbletoworkindependentlytoconstructtechnicalproductanalysistosupportJADERMsandaidJADERMexperienceandclientdecisionsTechnicalcoachingskillsinareaofexpertiseExperiencedgrouppresenterProvenabilityincustomisingpresentationstomeetindividualclientneedsAmatureindividualabletoinstilconfidencewithcolleaguesandclientsalikeYou’llachievemorewhenyoujoinHSBC.www.hsbc.com.cn/careersHSBCiscommittedtobuildingaculturewhereallemployeesarevalued,respectedandopinionscount.Wetakeprideinprovidingaworkplacethatfosterscontinuousprofessionaldevelopment,flexibleworkingandopportunitiestogrowwithinandinclusiveanddiverseenvironment.PersonaldataheldbytheBankrelatingtoemploymentapplicationswillbeusedinaccordancewithourPrivacyStatement,whichisavailableonourwebsite.HSBCHC/HC/*IssuedbyHSBCBank(China)CompanyLimited