Wealth Management Specialist

1 month ago


Beijing, Beijing, China HSBC Full time
Job Title: Associate RM0

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.
Requirements:
  • 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.
Accreditations:
  • Attain appropriate professional and regulatory qualifications as required by market.
  • Attain any internal standards as required by HSBC.


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