Wealth Management Professional

4 weeks ago

Beijing, Beijing, China HSBC Full time
Wealth 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 owners, investors, and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans, and mortgages, as well as asset management, insurance, wealth management, and private banking that best suit our customers' needs.

In this role, you will be responsible for portfolio growth via sophisticated wealth management capabilities, wealth needs fulfillment, global standards maintenance, and maximizing growth in your portfolio and achieving the WPB plan/metrics. You will also lead premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources. Additionally, you will be responsible for compliance with the relevant Group standards, including GHQ and the Regulatory organization, as applied to the implementation of the WPB strategy in your country.

Requirements:

1. Knowledge & Experience

* 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

2. Accreditations

* Attain appropriate professional and regulatory qualifications as required by market
* Attain any internal standards as required by HBCN

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