Senior Wealth Planning Manager
3 weeks ago
HSBC Personal Wealth Planning is a key strategic business of HSBC Group, pioneering in China with innovative digital solutions. Our team provides tailored wealth planning and protection services to individuals and families, empowering them to achieve their financial goals.
Key Responsibilities- Lead a team of Personal Wealth Planners to implement customer and sales strategies, driving business growth and excellence.
- Develop and deliver sales coaching, sales skills seminars, and product/proposition knowledge engagements to enhance team performance.
- Build and maintain a customer-oriented team culture, role-modeling quality sales delivery and best-in-class customer relationship management practices.
- Establish strong activity and performance management expectations for the team, identifying and addressing performance gaps, and providing performance updates to top management.
- Help team members identify and capture investment & insurance (I&I) business opportunities, leveraging financial planning methodology to ensure fair outcomes for all types of customers.
- Cultivate a collaborative culture within the team and across the broader organisation, ensuring self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures.
- University degree or above in business administration or equivalent.
- Minimum 5-8 years sales, customer relationship management, and team-leading experience in the financial services industry.
- Strong coaching skills and business acumen.
- Proved to deliver and drive outstanding customer experience (ideally in financial planning) and building lasting customer relationships.
- Highly motivated and self-disciplined with the ability to work effectively and independently.
- Possess the ability to apply entrepreneurial and commercial thinking to deliver team's business performance.
- Strong verbal and written communication skills in Chinese and basic knowledge of English.
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Senior Wealth Planning Manager
1 week ago
Beijing, Beijing, China HSBC Full timeJob Title: Senior Wealth Planning ManagerHSBC Personal Wealth Planning is a key strategic business of HSBC Group, pioneering in China with innovative digital solutions. Our team provides tailored wealth planning and protection services to individuals and families, empowering them to achieve their financial goals.Key Responsibilities:Lead a team of Personal...
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Senior Manager
1 month ago
Beijing, Beijing, China HSBC Full timeAbout HSBC Personal Wealth PlanningHSBC Personal Wealth Planning is a key strategic business of HSBC Group, pioneering in China with innovative digital solutions. Our team provides tailored wealth planning and protection services to individuals and families, empowering them to achieve their financial goals.Our MissionWe strive to deliver exceptional customer...
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Senior Wealth Management Officer
1 month ago
Beijing, Beijing, China HSBC Full timeJoin HSBC for a Rewarding Career HSBC is dedicated to delivering exceptional service. Our employees are our greatest asset and play a crucial role in our mission to continually improve our performance for clients while providing top-tier products and services. We aim to attract talented individuals by offering a vibrant work environment, excellent career...
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Wealth Management Professional
4 weeks ago
Beijing, Beijing, China HSBC Full timeWealth and Personal Banking (WPB) is a global business that combines Retail Banking and Wealth Management 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 families, through to business...
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Wealth Management Professional
2 weeks ago
Beijing, Beijing, China HSBC Full timeJob Title: Associate RM0We are seeking an experienced professional to join our Wealth and Personal Banking team at HSBC.Key Responsibilities:Drive portfolio growth through sophisticated wealth management capabilities.Fulfill wealth needs by providing tailored solutions to clients.Maintain global standards and ensure compliance with regulatory...
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Wealth Management Professional
2 weeks ago
Beijing, Beijing, China HSBC Full timeJob Title: Associate RM0We are seeking an experienced professional to join our Wealth and Personal Banking team at HSBC.Key Responsibilities:Drive portfolio growth through sophisticated wealth management capabilities.Fulfill wealth needs by providing tailored solutions to clients.Maintain global standards and ensure compliance with regulatory...
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Wealth Management Professional
3 weeks ago
Beijing, Beijing, China HSBC Full timeJob Title: Associate RM0We are seeking an experienced professional to join our Wealth and Personal Banking team at HSBC.About the RoleThis role will involve:Portfolio growth through sophisticated wealth management capabilitiesWealth needs fulfillmentMaintenance of global standardsMaximizing growth in the portfolio and achieving the WPB plan/metricsLeading...
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Wealth Management Expert
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Wealth Management Associate
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Wealth Management Associate
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Wealth Management Assistant Manager
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China Student Program – Wealth Management
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Wealth and Personal Banking Summer Internship
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Future Wealth Development Specialist
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Senior Client Relationship Manager
1 month ago
Beijing, Beijing, China HSBC Full timeJoin HSBC for a Rewarding Career HSBC is dedicated to delivering exceptional service. Our employees are our greatest asset and play a crucial role in our mission to continuously improve our performance for clients and offer top-tier products and services. We aim to attract outstanding talent by providing a vibrant work environment, excellent career...
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Senior Legal Expert
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Beijing, Beijing, China Manulife Full timeJob Title: Senior Legal ExpertJob Summary:We are seeking a highly skilled Senior Legal Expert to join our team at Manulife. As a key member of our wealth legacy team, you will be responsible for providing legal advice and guidance to our clients, as well as assisting with the development and implementation of legal strategies to support our business...
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Senior Investment Product Specialist
1 week ago
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Senior Legal Expert
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