Personal Wealth Planner(C)

5 months ago


Foshan, China HSBC Full time

023年汇丰集团在中国内地市场同步启动大财富矩阵,拥抱历史性机遇;作为内地唯一拥有商业银行、基金、证券、金融科技等全牌照业务实体的国际金融机构,汇丰集团“大财富管理矩阵”策略旨在整合汇丰旗下机构在内地的渠道、产品、服务和技术。在“大财富管理矩阵”中,财富规划师能成就“全方面财富规划”,为客户一对一量身定制,包括:

厘清客户需求,搭建财富金字塔

匹配保障性底层资产:健康保障,规划传承

配置权益性流动资产:多元配置

动态优化资产配置建议

工作职责

主要工作包括:

1.服务于高净值个人客户,运用财富规划理念及数字工具,为高净值客户提供专业全面、量身打造的投资及保障类产品等全球资产配置服务,包括但不限于保障、储蓄、投资、子女教育、退休计划等;

2.通过行业峰会、法律、医疗专家、经济学家、高尔夫、品酒等高端市场活动,与客户保持良好的沟通与服务跟踪;

3.通过专业服务,为客户一对一量身定制财富规划,不断提高客户满意度;

4.确保个人与团队活动遵守相关法律法规的要求,且符合汇丰的标准和规程。

Requirements

任职要求

1.本科或以上学历,财务、商业或相关专业。

2.3年以上金融销售和财富管理行业者

3.善于沟通,较强的人际交往能力及表达能力

4.积极进取,有自律意识,能高效和独立地工作

5.有事业心,具备创业精神及商业思维

6.具备较强的中文口头及书面沟通能力

7.具有国际金融理财师(CFP)或相关证书(AFP,EFP,CFA等)者优先考虑

汇丰致力于创建一个重视和尊重员工,聆听员工意见的文化氛围。我们非常自豪可以为员工提供一个可助力于持续的专业发展,灵活的工作机制和探索多元共融环境中成长机遇的平台。加入汇丰,您将收获

►典型外企福利待遇 奖金上无封顶

►快速透明的职业晋升路径

►高端培训镀金 竞赛及海外游学

►多元共融 人性化文化

►国际化平台 更广空间

我们的福利

汇丰为员工提供全面、贴心的关怀与福利,自入职第一天起,员工就可以在多样化和人性化的工作场所做出积极选择,满足自己多层次的需求。

►假期福利

除法定休假外,有年假、带薪病假、志愿者假、妇女节、男士节休假等。您入职后即可享有10~20天的丰厚年假,让您在工作之余有充分的时间放松身心。在您生日当月,更有一天生日假,您可以和家人、朋友等一起庆祝这温馨的时刻。

►全面的福利保障计划

包括定期寿险、意外伤亡险、重疾险、补充商业医疗险等,覆盖全方位生活场景,为您的保障添砖加瓦。

►员工体检

每年为您提供一次关爱体检,有多种套餐,全面评估您的身体状况和生活方式,帮助您实现健康生活、快乐工作。

►弹性福利

当您考虑为家庭提供更多保障时,MyChoice员工弹性福利平台可以满足您不同人生阶段的各种需求。每年您都享有弹性福利积分,可以调整您的福利配置,买卖年假,为家人购买体检套餐等,DIY一份专属于您的福利计划。

►心理健康咨询

您和您的直系亲属均可免费获得专业的心理健康咨询,包含个人成长、缓解职场压力、解决情感困惑等,助您一路“升级打怪”,稳步前进。

►企业年金

汇丰企业年金这一补充养老金计划为您更添一份保障。建立企业账户和个人账户,由汇丰和您按照一定比例每月缴存。更有专业的金融机构共同运营,确保年金资金的安全独立、灵活投资,您可在退休时领取,提升您退休后的生活品质。

加入汇丰,您将成就更多

(汇丰保险)


由汇丰保险经纪有限公司刊发


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