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Wealth Management Professional

1 month ago

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

We are seeking an experienced professional to join our team at HSBC, a global banking and financial services organization. As an Associate RM0, you will play a key role in our Wealth and Personal Banking (WPB) business, which combines Retail Banking and Wealth Management to become a global wealth manager with trillions in assets.

Key Responsibilities:
  • Portfolio Growth via Sophisticated WEM Capabilities
  • Wealth Needs Fulfillment
  • Global Standards maintenance
  • Maximising growth in their portfolio and achieving the WPB plan/metrics
  • Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources
  • Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the WPB strategy in their country
  • Total TCR of the portfolio
Requirements:
  • Bachelor's degree or equivalent experience
  • Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
  • 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 & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCN
  • Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
  • 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 HBCN