Financial Planning and Product Expert（投资顾问）, HSBC Broker

We are currently seeking an experienced professional to join our team. In this role, you will: ·This role will be mainly tasked to handle inbound customer calls of PINB Customer Service Hotline/ incoming emails in PINB customer service mailbox, and make outbound calls in different business scenarios. Providing services covering multiple areas,...

腾讯投资投资分析师/高级投资分析师 北京 分享 分享岗位 方式1:复制岗位链接 方式2:分享岗位海报 手机扫描二维码分享 收藏 CDG 点击了解更多BG信息 战略与投资 一年以上工作经验 更新于年06月13日 ...

Wealth and Personal Banking (WPB) Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal...

With a reporting line to the PINB Head of Business Control as the member of Business Control team, this position, as a specialist individual contributor, will engage with all 3 line of defenses internally and regulator externally and assist PINB Head of Business Control to ensure the consistent and effective implementation of the risk and control strategy...

Wealth and Personal Banking (WPB) Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues...

Global Wealth Management ExpertiseHSBC is seeking a highly skilled Global Wealth Management Expert to strengthen its image as a leading wealth provider. The ideal candidate will have a deep understanding of complex financial solutions and products, including knowledge of financial markets, social-economic dynamics, and regulatory requirements.About the...

高级投资分析师/投资经理（海外Fintech方向） 北京 分享 分享岗位 方式1:复制岗位链接 方式2:分享岗位海报 手机扫描二维码分享 收藏 CDG 点击了解更多BG信息 战略与投资 两年以上工作经验 更新于年05月18日 岗位职责 1.Conduct research and analysis on the product...

Job TitleSenior Wealth Planning DirectorJob SummaryHSBC Personal Wealth Planning is a key business strategy of HSBC Group, pioneering in China. We provide innovative digital solutions to help clients build a customized wealth plan at their preferred time and location.Key Responsibilities:Lead a team of Personal Wealth Planners to implement customer and sales...

Job Description:As a key member of the Lenovo team, you will be responsible for managing the entire product lifecycle, from financial modeling and planning to actual financial performance tracking. This role requires a strong background in financial analysis and a proven ability to develop and implement effective financial models.Responsibilities:E2E product...

Job DescriptionWe are seeking a seasoned professional to join our Wealth Management team in Beijing. As an Elite Wealth Expert, you will play a key role in delivering exceptional client experiences and providing tailored wealth solutions.About UsHSBC's Wealth and Personal Banking (WPB) business is a global leader, combining Retail Banking and Wealth...

汇丰私人财富规划是汇丰集团主导研发的重点战略业务之一，在中国先行先试，通过创新数字解决方案，可以根据客户约定的时间、地点，一对一定制财富规划，帮助： ²匹配专门的资产配置建议； ²厘清潜在的不确定风险，定制专属保障方案； ...

About the Role:We are seeking a highly skilled and experienced professional to join our team as a Call Center Service Representative. In this role, you will be responsible for handling inbound customer calls and emails, providing services covering multiple areas, including company information inquiry, purchased product information inquiry, customer...

Unlock Your Potential with HSBC Personal Wealth PlanningAs a Senior Wealth Planning Manager at HSBC, you will be responsible for leading a team of Personal Wealth Planners to implement customer and sales strategies. Your expertise in sales, customer relationship management, and team leadership will be essential in driving business growth and delivering...

Wealth and Personal Banking OverviewHSBC's Wealth and Personal Banking (WPB) is a global business that combines Retail Banking and Wealth Management, serving millions of customers worldwide. Our dedicated colleagues provide products and services such as bank accounts, credit cards, personal loans, mortgages, asset management, insurance, wealth management,...

Job Title: Distribution Risk Management ManagerThe Distribution Risk Management Manager role is responsible for ensuring that customer outcomes for product sales align with HSBC's internal standards and regulatory requirements.Key Responsibilities:Assess and manage distribution risks related to insurance sales, including regulatory tasks and risk...

As a key member of the Business Control team, this position will engage with all three lines of defense internally and regulators externally to ensure the consistent and effective implementation of the risk and control strategy as set out in the HSBC Operational Risk Management Framework and other related Group and Local policies.This role will be mainly...

Job Title: Senior Investment Product SpecialistHSBC is seeking an experienced professional to join our team as a Senior Investment Product Specialist. In this role, you will be responsible for providing clients with access to advanced technical product expertise, supporting Premier Relationship Managers in deepening and growing client relationships, and...

腾讯投资 Private Credit Investing(Beijing/HK） 北京 分享 分享岗位 方式1:复制岗位链接 方式2:分享岗位海报 手机扫描二维码分享 收藏 CDG 点击了解更多BG信息 战略与投资 八年以上工作经验 更新于年05月23日 岗位职责 1.Originating investment ideas across the product suite of...

Global Private Banking (GPB) HSBC Private banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new...

Digital Business Services (DBS) HSBC Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. We combine global expertise and technology to help keep us thriving in the competition. We are currently seeking an experienced...