Senior Wealth Management Professional

4 weeks ago


Beijing, Beijing, China HSBC Full time

Company Overview

Hang 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 Role

We are currently seeking a highly skilled and motivated individual to join our team as a Senior Wealth Management Professional. The successful candidate will be responsible for acquiring new high-net-worth customers and promoting a wide range of wealth management products and services. They will also build and strengthen relationships with existing customers, providing quality after-sales service and ensuring best execution of customer orders.

Key Responsibilities

  • Acquire new high-net-worth customers and promote wealth management products and services.
  • Build and strengthen relationships with existing customers.
  • Provide quality after-sales service and ensure best execution of customer orders.

Requirements

To succeed in this role, you will need:

  • A Bachelor's degree or above in Business Administration or a related discipline.
  • A minimum of four years' sales or customer service experience gained in the banking/financial industry, preferably including familiarity with wealth management and mortgage products and services.
  • Solid knowledge of regulations such as PBOC, CBIRC, SAFE, and taxation.
  • Strong self-motivation, outgoing personality, and ability to work independently and under pressure.
  • Proficiency in both English and Chinese, with good knowledge of PC application software and a CET level 6 certificate holder.

Compensation and Benefits

The estimated salary for this role is between 500,000 - 800,000 RMB per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including health insurance, retirement plans, and career development opportunities.


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