Job description
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 largest banking and financial services organisations in the world, and unparalleled opportunities to develop your career in a high-profile growing business area.
In your role as a Personal Wealth Planner you will have the support of fully dedicated field managers to focus on your personal development and HSBC ecosystem support of warm leads and holistic training program to realize the full potential of being part of HSBC. We have a result driven performance environment and are constantly evolving our thinking and ways of working to achieve our ambition.
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:
- Identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers
- Engage end to end I&I service, including customer needs identification, solution recommendations, application fulfilment, and follow up
- Provide specialist advice on appropriate I&I solutions to meet the family protection, education, retirement and legacy planning needs
- Delivering against demanding performance expectations across customer engagement, financial planning and new business KPIs
- Manage individual portfolio to ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagement
- Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and broader organization
- Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures
Requirements
To be successful in the role, you should meet the following requirements:
- University level education, preferably in finance, business or a related discipline
- Certified Financial Planner (CFP) or similar certifications (AFP, EFP, CFA, etc.) will be an advantage
- Front line sales experience is preferred, especially if gained in the Insurance or Wealth Management industry.
- Good communicator—excellent listening skills and ability to explain complex information in a concise manner
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Possess the ability to apply entrepreneurial and commercial thinking to deliver business performance
- Strong verbal and written communication skills in Chinese
- Fresh graduates with a passion for developing a career in wealth management or the insurance industry will be considered
You’ll achieve more when you join HSBC.
https://www.hsbcinsurance.com.cn/about-us/career/
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the company relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by HSBC Insurance Company Limited