
Posted 14 days ago
No clicks
Produce market research and product operation analysis based on HSBC global views and market information, delivering up-to-date investment insights to clients and private wealth planners. Identify client needs, propose tailored wealth solutions, support client meetings, and resolve investment service issues using data-driven, objective analysis. Collaborate closely with investment product and financial planning teams to identify service gaps and business opportunities and to improve the overall client experience.
- Compensation
- Not specified
- City
- Hong Kong
- Country
- Hong Kong
Currency: Not specified
Full Job Description
我们目前正在寻找有经验的专业人士加入我们的团队。
在这个职位上,您将:
- 关注全球资本市场动态,根据汇丰环球观点结合市场信息,撰写市场研究和产品运作分析报告, 向客户/潜在客户和私人财富规划师提供投资见解的最新信息;
- 具备较强沟通能力,识别和发现客户需求,确定有效的财富需求解决方案,深化客户关系,协同完成客户陪访工作;
- 语言表达能力流畅,协助解决投资类服务需求和争议,并善于用数据、客观事实,逻辑推理等提供有效的专业分析意见,独立完成市场分享和相关培训工作;
- 与投资产品团队和财务规划团队密切合作,识别并与利益相关者分享竞争差距、服务问题、商业机会和挑战,改善客户体验,加强汇丰作为领先财富提供商的形象。
资格要求:
要在这个职位上取得成功,你应该满足以下要求:
- 大学本科学历,经济、金融、商业、数学或相关学科的荣誉学位
- 6年以上财富管理/资产管理经验,
- 具备较强的客户服务能力,能够提供丰富的客户体验和基于需求的解决方案
- 优秀的投资咨询和演讲技巧
- 持有基金销售资格
- 流利的英语和普通话
- 试用期内,所负责城市的平均收入达成率不得低于80%,且其中至少有3个月达成率不得低于90%
You’ll achieve more at 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.
Issued by HSBC Insurance Brokerage Company Limited




