汇丰私人财富规划深圳分区总经理 Field Manager-HSBC Personal Wealth Planning

6 months ago

Beijing, China HSBC Full time

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；

²明晰个人和家庭财务目标，财富传承等核心问题，定制财富管理和资产传承方案。

加入汇丰私人财富规划，可与兼备“国际视野与本土洞察”的优秀者同行，在国际化平台施展才华，享受清晰上升通道同时，拥抱多元共融的外企文化。

在这里，你负责：

²带领私人财富规划师团队实施客户及销售策略；

²组织销售技巧研讨会及产品/议题相关培训活动；

²建立和维护以客户为导向的团队文化，表现出良好的销售技巧及树立极佳客户关系管理的行为榜样；

²为私人财富规划师团队提供强有力的活动和绩效管理预期规划，发展销售团队；

²通过在团队成员及更广泛的组织中打造并维护积极的团队文化；

²确保自身和团队的行为符合相关法律和监管的要求及符合汇丰的标准和流程。

Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the world-class banking and financial services organisations in the world, and unparalleled opportunities to develop your career in a high-profile growing business area.

Empowered by digital mobile tools of innovative smart enabling solution, HSBC Personal Wealth Planning provides tailor-made wealth planning and protection services for the individual and family anytime and anywhere.

HSBC Personal Wealth Planning offers:

Protection related product and wealth planning services via HSBC Life  Digital technology support and enablement via HSBC Fintech More one-stop wealth tech services via HSBC Selected App

We are currently seeking an experienced professional to join our team.

In this role, you will:

Lead a team of Personal Wealth Planners to implement customer and sales strategies Be focused on team development through the delivery of sales coaching, sales skills seminars and product/proposition knowledge engagements Build and maintain a customer-oriented team culture whilst attending key customer meetings with the team to role-model quality sales delivery and best-in-class customer relationship management practices Strong activity and performance management expectations for the team; identify and address performance gaps and provide performance updates to top management Help team members to identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers Deliver against teams’ demanding performance expectations across customer engagement, financial planning and new business KPIs Cultivate a collaborative culture within the team and across the broader organisation Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures Requirements

你需要具备：

²大学本科及以上学历；

²高度的自我激励及自我约束能力，可以有效并独立地工作，具备应用创业和商业思维来实现团队业绩目标的能力；

²至少5-8年在金融行业内高质量团队中从事销售，员工关系管理经验，拥有较强的辅导技巧及业务敏感度；

²有提供并推动卓越的客户体验（财务规划经验为佳）且能持久维护客户关系的经验；

²良好的中文及基本的英语口头和书面表达能力。

加入汇丰，您将成就更多

h

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。汇丰掌握的关于职位申请的个人信息将会根据我们的隐私政策声明使用，该声明在网站上可查询。

由汇丰保险经纪有限公司刊发

To be successful in the role, you should meet the following requirements:

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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