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更新于 6月21日

Investment Product Expert Nanjing ID185803

面議
  • 南京建鄴區(qū)
  • 5-10年
  • 本科
  • 全職
  • 招1人

雇員點評標(biāo)簽

  • 工作環(huán)境好
  • 同事很nice
  • 人際關(guān)系好
  • 氛圍活躍
  • 團隊執(zhí)行強
  • 福利好
  • 準(zhǔn)時發(fā)工資
  • 交通便利

職位描述

金融
Job ID: 0000LG74 Description HSBC International Wealth and Premier Banking (IWPB) Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff We are currently seeking an experienced professional to join our team. In this role, you will: - Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings - Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives - Supply timely market and product updates to both staff and customers - Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience - Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers - 開展卓越理財客戶的陪訪工作,發(fā)掘客戶財富管理需求,根據(jù)客戶的風(fēng)險水平和投資偏好支持客戶做出資產(chǎn)配置決策 - 針對內(nèi)部銷售團隊進行市場和投資產(chǎn)品的介紹、更新和培訓(xùn)工作 - 針對卓越理財客戶經(jīng)理進行市場、產(chǎn)品和溝通能力的輔導(dǎo)工作,制定和落實提高改善計劃 - 對卓越理財客戶現(xiàn)有資產(chǎn)配置表現(xiàn)進行回顧,支持客戶的再平衡決策 - 根據(jù)分支行需求,主講和支持財富管理講座和論壇,分享銀行對市場的觀點和財富管理理念 Qualifications To be successful in the role, you should meet the following requirements: - University degree with honors in economics, finance, business or a related discipline. - Minimum 5 years of working experience as a product specialist, financial advisor or sales manager. - Strong knowledge of all wealth management products and with expertise in customer portfolio management - Excellent interpersonal skills and presentation skills - A mature individual able to instill confidence with colleagues and clients alike - Fluent written and verbal English - 經(jīng)濟、金融、商業(yè)或相關(guān)學(xué)科本科或以上學(xué)歷 - 5年以上的金融機構(gòu)財富管理、投資顧問、銷售或團隊領(lǐng)導(dǎo)工作經(jīng)驗 - 熟悉環(huán)球和國內(nèi)投資市場、具備扎實的財富管理相關(guān)產(chǎn)品知識。 - 良好的表達能力和公開演講能力 - 成熟獨立,抗壓能力強,親和力較強,對客戶溝通和幫助他人提高充滿熱情 - 良好的英文聽說讀寫能力 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 Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. /BG Issued by HSBC Bank (China) Company Limited

工作地點

建鄴區(qū)匯豐銀行(中國)(南京分行)

職位發(fā)布者

李莉/HR

剛剛活躍
立即溝通
公司Logo匯豐銀行(中國)有限公司
匯豐是在華投資最多的國際金融機構(gòu)之一,覆蓋銀行、保險、基金、證券以及金融科技等領(lǐng)域。作為匯豐集團在內(nèi)地的旗艦機構(gòu),匯豐銀行(中國)有限公司在內(nèi)地約50個城市設(shè)有服務(wù)網(wǎng)點,是內(nèi)地網(wǎng)點最多、地域覆蓋最廣的外資銀行。憑借對內(nèi)地市場的深入了解和國際金融服務(wù)專業(yè)經(jīng)驗,匯豐中國通過國際財富管理及卓越理財業(yè)務(wù)以及企業(yè)及機構(gòu)銀行業(yè)務(wù),為個人與企業(yè)客戶提供國際化的金融服務(wù)。
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