Wealth Management Specialist
1 month ago
HSBC is seeking an experienced professional to join our Wealth and Personal Banking team.
Key Responsibilities:- Drive portfolio growth through sophisticated wealth management capabilities.
- Fulfill wealth needs by providing tailored solutions.
- Maintain global standards and ensure compliance with regulatory requirements.
- Maximize growth in portfolios and achieve business plan metrics.
- Lead premier activities to identify opportunities and meet client needs effectively.
- Ensure total portfolio risk management.
- Bachelor's degree or equivalent experience.
- Minimum three years of progressive financial services and/or retail sales experience.
- Evidence of strong sales results in insurance and investment products.
- Relationship management experience with high net worth clients.
- Strong technical skills in wealth management.
- Strong communication, client focus, and influencing skills.
- Strong sales orientation, networking, and portfolio management skills.
- Sound knowledge of financial services products and services and the client relationship management system.
- Understanding of business banking client segment and products and services.
- Local regulatory and license requirements.
- Able to communicate well in English and local languages.
- Attain appropriate professional and regulatory qualifications as required by market.
- Attain any internal standards as required by HSBC.
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Wealth Legacy Specialist
4 weeks ago
Beijing, Beijing, China Company 43 - Manulife-Sinochem Life Insurance Co. Ltd. Full timeJob SummaryWe are seeking a highly skilled and experienced corporate lawyer to join our wealth management team as a Wealth Legacy Specialist. The successful candidate will be responsible for providing legal advice and support to our clients, helping them navigate complex legal issues related to wealth transfer and legacy planning.Key ResponsibilitiesProvide...
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Senior Wealth Legacy Specialist
1 month ago
Beijing, Beijing, China Company 43 - Manulife-Sinochem Life Insurance Co. Ltd. Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Legacy Specialist to join our team at Manulife-Sinochem Life Insurance Co. Ltd. As a key member of our wealth management team, you will be responsible for providing expert legal advice and guidance to our clients on wealth legacy matters.Key ResponsibilitiesProvide legal counsel and...
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Senior Insurance Specialist, Beijing, Wealth
1 month ago
Beijing, Beijing, China HSBC Full timeJob Title: Senior Insurance Specialist, Beijing, WealthWe are seeking an experienced professional to join our team as a Senior Insurance Specialist in Beijing, Wealth. This role will involve conducting product training, delivering new product launches, and leading elite client education events to provide a strong client experience and provide needs-based...
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Senior Wealth Strategist, Beijing, Global Wealth
4 weeks ago
Beijing, Beijing, China HSBC Full timeRole DescriptionWealth and Personal Banking in HSBCWealth and Personal Banking is our global business combining Retail Banking and Wealth Management, and Global Private Banking, to become one of the world's largest global wealth managers with trillions in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth...
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Global Wealth Expert
4 weeks ago
Beijing, Beijing, China HSBC Full timeGlobal Wealth Management ExpertiseHSBC is seeking a highly skilled Global Wealth Management Expert to strengthen its image as a leading wealth provider. The ideal candidate will have a deep understanding of complex financial solutions and products, including knowledge of financial markets, social-economic dynamics, and regulatory requirements.About the...
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Elite Wealth Expert
2 weeks ago
Beijing, Beijing, China HSBC Full timeJob DescriptionWe are seeking a seasoned professional to join our Wealth Management team in Beijing. As an Elite Wealth Expert, you will play a key role in delivering exceptional client experiences and providing tailored wealth solutions.About UsHSBC's Wealth and Personal Banking (WPB) business is a global leader, combining Retail Banking and Wealth...
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Senior Wealth Manager
4 weeks ago
Beijing, Beijing, China HSBC Full timeWealth and Personal Banking ExpertiseHSBC is seeking an experienced professional to join our Wealth and Personal Banking team.As a Senior Wealth Manager, you will be responsible for:Portfolio GrowthPortfolio Growth via Sophisticated Wealth Management CapabilitiesWealth Needs FulfillmentGlobal Standards maintenanceMaximising growth in their portfolio and...
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Wealth Preservation Specialist
2 weeks ago
Beijing, Beijing, China Company 43 - Manulife-Sinochem Life Insurance Co. Ltd. Full timeJob OverviewWe are seeking a highly skilled Wealth Preservation Specialist to join our team at Company 43 - Manulife-Sinochem Life Insurance Co. Ltd.ResponsibilitiesProvide legal consultation services to clients of the wealth preservation center, offering advice and guidance on various matters.Collaborate with branch offices to develop and implement legal...
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Global Wealth Management Specialist
2 weeks ago
Beijing, Beijing, China HSBC Full timeCompany OverviewHSBC is a global financial services organization with operations in over 80 countries. We offer a wide range of financial products and services, including retail banking, wealth management, and global private banking.
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Wealth and Personal Banking Specialist
4 weeks ago
Beijing, Beijing, China HSBC Full timeGlobal Wealth Management Role OverviewHSBC’s Global Wealth Management is seeking a skilled professional to support our Wealth and Personal Banking business.About the RoleWe are currently looking for an experienced professional to join our team in this Global Wealth Manager Assistant role.Key ResponsibilitiesProvide high-quality service to...
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Future Wealth Development Specialist
1 month ago
Beijing, Beijing, China HSBC Full timeWealth and Personal Banking (WPB)Our global business combines Retail Banking and Wealth Management, and Global Private Banking, to become a global wealth manager with trillions in assets. Our dedicated colleagues serve millions of customers worldwide, across the entire spectrum of private wealth, from personal banking for individuals and families, to...
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Wealth Management Professional
2 weeks ago
Beijing, Beijing, China HSBC Full timeWealth and Personal Banking at HSBC is a dynamic global business combining Retail Banking and Wealth Management, along with Global Private Banking. Our team serves millions of customers worldwide across various segments of private wealth, ranging from personal banking for individuals and families to ultra-high-net-worth individuals. Key...
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Global Wealth Manager Trainee
4 weeks ago
Beijing, Beijing, China HSBC Full time**Wealth and Personal Banking (WPB)****A Dynamic Career Opportunity**Our Wealth and Personal Banking (WPB) business is a global powerhouse combining Retail Banking and Wealth Management, and Global Private Banking to become a leading global wealth manager with significant assets. Our dedicated colleagues serve millions of customers worldwide, offering a wide...
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Senior Wealth Manager
2 weeks ago
Beijing, Beijing, China HSBC Full timeJob SummaryWe are seeking an experienced Senior Wealth Manager to join our team at HSBC. In this role, you will be responsible for managing a portfolio of high net worth clients and providing exceptional customer service.
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Senior Wealth Planning Manager
1 month ago
Beijing, Beijing, China HSBC Full timeUnlock Your Potential with HSBC Personal Wealth PlanningAs a Senior Wealth Planning Manager at HSBC, you will be responsible for leading a team of Personal Wealth Planners to implement customer and sales strategies. Your expertise in sales, customer relationship management, and team leadership will be essential in driving business growth and delivering...
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Senior Wealth Management Professional
2 weeks ago
Beijing, Beijing, China HSBC Full timeCompany OverviewHang Seng is a leading financial institution in China, committed to delivering exceptional service and excellence in its products and services. We strive to attract top talent by offering a dynamic working environment, career development opportunities, and competitive compensation packages.About the RoleWe are currently seeking a highly...
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Customer Development Manager
4 weeks ago
Beijing, Beijing, China HSBC Full timeWealth and Personal Banking (WPB) is a new global business combining Retail Banking and Wealth Management, and Global Private Banking, to become a global wealth manager with trillions in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and...
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Beijing, Beijing, China HSBC Full timeJob OverviewWe are seeking an experienced professional to join our team as a Business Development Manager for Global Wealth Management.About the RoleThis role is responsible for establishing new relationships and managing existing ones to grow Assets Under Management and Revenue. You will monitor clients' portfolios regularly to identify additional business...
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Strategic Wealth Manager
2 weeks ago
Beijing, Beijing, China HSBC Full timeCompany OverviewWealth and Personal Banking (WPB) is a global business that combines Retail Banking and Wealth Management, aiming to become a leading wealth manager with assets exceeding trillion dollars. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, from personal banking for individuals and...
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Customer Development Manager
2 weeks ago
Beijing, Beijing, China HSBC Full timeJob DescriptionWe are seeking an experienced professional to join our team as a Customer Development Manager, focusing on wealth acquisition in China.About the RoleIn this role, you will assist the Division Manager in leading a customer development team, managing sales performance, training and coaching, and operational risk control. You will closely monitor...