Senior Insurance Specialist, Beijing, Wealth
6 months ago
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 grew 12% in 2019 (year-on-year) to billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking 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.
We are currently seeking an experienced professional to join our team.
In this role, you will:
-Conduct product training to support and deliver new product launches and lead elite client education events to help elite client gain better knowledge of financial markets and financial solutions.
-Follow the needs-based sales process, give elite clients a meaningful and consistent wealth experience and ultimately provide an outstanding elite client experience
-Support RMs to gain more elite client trust and commitment in broadening and deepening their relationship with HSBC, and increase the effectiveness and quality of needs fulfilled for target elite clients
-Strengthen HSBC’s image as a leading wealth provider by providing elite clients with access to advanced technical product expertise
-Conduct portfolio reviews with RMs, assess product suitability and market and regulatory change impact to products held by elite clients as appropriate, identify opportunities and manage risks
-Join RMs in meeting elite clients and provide advice, input based on technical knowledge while acting as a second point of contact to RMs for specific products and solutions
-Improve RMs product specific technical knowledge by effective on-job coaching and training
-Activity: (Joint) meeting, Training, Coaching, Elite client Seminar, Portfolio Review, Policy Review
-提供新产品培训,帮助尊尚客户获得更好的理财市场信息和解决办法。
-根据尊尚客户财务需求,分享合适的财富管理经验和提供良好的尊尚客户体验
-帮助尊尚客户经理获得并加深尊尚客户信任,提高满足尊尚客户财务需求的有效性和质量
-利用先进的技术专长,加强尊尚客户对汇丰在财富管理市场上的领先形象
-帮助尊尚客户经理梳理尊尚客户财务组合,根据市场和政策变化,判断潜在机会并管理风险,对尊尚客户持有产品进行相应调整
-陪同尊尚客户经理约见客人,并基于产品和解决方法提供专业建议
-利用专长给尊尚客户经理提供辅导和培训
财务安全规划经理的活动包括尊尚客户会见及陪同销售、培训、辅导、尊尚客户沙龙、尊尚客户资产组合回顾及保单回顾等。
RequirementsTo be successful in the role, you should meet the following requirements:
-Minimum six years of working experience as a product specialist or financial advisor or at least one year of working experience as Sub-branch Manager in WPB
-Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
-Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, social-economic dynamics, and regulatory requirement relevant to the products
-Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
-Demonstrated ability and experience to correctly identify elite client needs
-Solid skills to manage consultative sales process
-A solid understanding of global Anti-money Laundering standards
-Team player with collaborative skills
-Knowledge of local and Group compliance regulation
-Specialisation in one or more product categories /Estate Planning/Retirement/Protection/ Education.
-6年以上相关工作经验,如保险专家或财富管理专家,或1年以上对私支行行长经验
-良好尊尚客户沟通能力,能基于尊尚客户需求提供建议
-熟悉财富管理相关产品知识以及相关政策规定
-熟悉外部市场包括市场环境,新产品推出以及对目前产品市场的理解
-能够深度挖掘尊尚客户需求
-熟悉销售流程
-熟悉国际反洗钱规则
-具有团队合作精神
-熟悉国际和国内相关法律规定
-在某一领域特别擅长优先,比如房地产规划/退休规划/家庭保障/教育规划等。
-
Senior Insurance Specialist, Beijing, Wealth
1 month ago
Beijing, Beijing, China HSBC Full timeJob Title: Senior Insurance Specialist, Beijing, WealthWe are seeking an experienced professional to join our team as a Senior Insurance Specialist in Beijing, Wealth. This role will involve conducting product training, delivering new product launches, and leading elite client education events to provide a strong client experience and provide needs-based...
-
Senior Wealth Legacy Specialist
1 month ago
Beijing, Beijing, China Company 43 - Manulife-Sinochem Life Insurance Co. Ltd. Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Wealth Legacy Specialist to join our team at Manulife-Sinochem Life Insurance Co. Ltd. As a key member of our wealth management team, you will be responsible for providing expert legal advice and guidance to our clients on wealth legacy matters.Key ResponsibilitiesProvide legal counsel and...
-
Senior Wealth Strategist, Beijing, Global Wealth
3 weeks ago
Beijing, Beijing, China HSBC Full timeRole DescriptionWealth and Personal Banking in HSBCWealth and Personal Banking is our global business combining Retail Banking and Wealth Management, and Global Private Banking, to become one of the world's largest global wealth managers with trillions in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth...
-
Wealth Legacy Specialist
3 weeks ago
Beijing, Beijing, China Company 43 - Manulife-Sinochem Life Insurance Co. Ltd. Full timeJob SummaryWe are seeking a highly skilled and experienced corporate lawyer to join our wealth management team as a Wealth Legacy Specialist. The successful candidate will be responsible for providing legal advice and support to our clients, helping them navigate complex legal issues related to wealth transfer and legacy planning.Key ResponsibilitiesProvide...
-
Wealth Preservation Specialist
6 days ago
Beijing, Beijing, China Company 43 - Manulife-Sinochem Life Insurance Co. Ltd. Full timeJob OverviewWe are seeking a highly skilled Wealth Preservation Specialist to join our team at Company 43 - Manulife-Sinochem Life Insurance Co. Ltd.ResponsibilitiesProvide legal consultation services to clients of the wealth preservation center, offering advice and guidance on various matters.Collaborate with branch offices to develop and implement legal...
-
Elite Wealth Expert
6 days ago
Beijing, Beijing, China HSBC Full timeJob 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...
-
Senior Investment Product Expert, Beijing, Wealth
6 months ago
Beijing, China HSBC Full timeWealth 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...
-
Senior Wealth Manager
3 weeks ago
Beijing, Beijing, China HSBC Full timeWealth and Personal Banking ExpertiseHSBC is seeking an experienced professional to join our Wealth and Personal Banking team.As a Senior Wealth Manager, you will be responsible for:Portfolio GrowthPortfolio Growth via Sophisticated Wealth Management CapabilitiesWealth Needs FulfillmentGlobal Standards maintenanceMaximising growth in their portfolio and...
-
Senior Technical Support Specialist
6 days ago
Beijing, Beijing, China Bio-Rad Laboratories, Inc. Full timeAbout UsBio-Rad Laboratories, Inc. is a global leader in developing, manufacturing, and marketing high-quality research and clinical diagnostic products.Job OverviewWe are seeking an experienced Senior Technical Support Specialist to join our team in Beijing. The ideal candidate will have at least 2 years of experience in customer application support for...
-
Senior Wealth Management Professional
6 days ago
Beijing, Beijing, China HSBC Full timeCompany OverviewHang 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 RoleWe are currently seeking a highly...
-
Senior Wealth Planning Manager
1 month ago
Beijing, Beijing, China HSBC Full timeUnlock 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...
-
Beijing, Beijing, China Bio-Rad Full timeOverview:We are seeking a highly skilled Senior Technical Support Specialist to join our team in Beijing. This role will involve providing technical support for our CDG line products across various regions, including Beijing, Tianjin, and Inner Mongolia.The Impact You Will Make:• Provide timely and effective technical support to current clients to ensure...
-
Wealth Management Specialist
1 month ago
Beijing, Beijing, China HSBC Full timeJob Title: Associate RM0HSBC is seeking an experienced professional to join our Wealth and Personal Banking team.Key Responsibilities:Drive portfolio growth through sophisticated wealth management capabilities.Fulfill wealth needs by providing tailored solutions.Maintain global standards and ensure compliance with regulatory requirements.Maximize growth in...
-
Facilities Management Specialist
6 days ago
Beijing, Beijing, China Western Academy of Beijing Full timeJob Summary:We are seeking a highly skilled Facilities Management Specialist to join our team at the Western Academy of Beijing. This is an exciting opportunity to work in a dynamic and fast-paced environment, where you will be responsible for overseeing the maintenance and upkeep of our facilities.About Us:The Western Academy of Beijing is a world-class...
-
Senior Wealth Manager
6 days ago
Beijing, Beijing, China HSBC Full timeJob SummaryWe are seeking an experienced Senior Wealth Manager to join our team at HSBC. In this role, you will be responsible for managing a portfolio of high net worth clients and providing exceptional customer service.
-
Senior Legal Expert for Wealth Legacy Center
1 month ago
Beijing, Beijing, China Manulife Full timeJob SummaryWe are seeking a highly skilled Senior Legal Expert to join our Wealth Legacy Center team. As a key member of our 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 objectives.Key ResponsibilitiesProvide legal...
-
Senior Wealth Planning Director
3 weeks ago
Beijing, Beijing, China HSBC Full timeJob 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...
-
Global Wealth Expert
3 weeks ago
Beijing, Beijing, China HSBC Full timeGlobal 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...
-
Senior Investment Product Specialist
1 month ago
Beijing, Beijing, China HSBC Full timeJob 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...
-
Insurance Business Manager
4 weeks ago
Beijing, Beijing, China HSBC Full timeA Career in Insurance Business ManagementHang Seng is committed to delivering exceptional service and excellence in the insurance industry. Our team of professionals plays a vital role in enhancing our performance and providing best-in-class products and services.We are seeking a high-calibre professional to join our team as an Insurance Business Manager....