职位描述
HSBC Life Insurance Company Limited
Headquartered in Shanghai, HSBC Life Insurance Company Limited is a 50-50 joint venture between HSBC Insurance (Asia) Limited and The National Trust Ltd. with a registered capital of RMB 1025 million. HSBC Life offers a comprehensive range of insurance solutions to our customers covering protection, retirement, children’s education, wealth growth and management, and legacy planning.
We are currently seeking an experienced professional to join our team.
In this role, you will:
In your role as a Field Manager you will lead a team of 10-15 Private Wealth Planners and provide dedicated coaching and development support. You will leverage the HSBC ecosystem of warm leads and holistic training program to realize the full potential of your team members. We have a result driven performance environment and are constantly evolving our thinking and ways of working to achieve our ambition.
作为一名区域经理，你将带领一个10至15人的私人财富规划师团队，配合运用汇丰集团生态系统内的客户资源以及全面的培训体系，为团队成员提供全方位的辅导及展业支持， 充分实现自身的潜能。我们提供以结果为导向的绩效评估环境，并且持续不断地通过优化我们的思维和工作方式以实现我们的目标。
Principal responsibilities
•Co-ordinate the Private Wealth Planners to deliver on agreed customer and sales strategies
•Focused on developing the sales team through delivery of sales coaching, sales skills seminars and product/proposition knowledge engagements
•Build and maintain a customer-oriented team culture, through e.g. attending key customer
meetings with the planners to role-model quality sales delivery and best in class customer relationship management practices
•Strong activity and performance management expectation for the mobile planner team; identify and address performance gaps and provide performance updates to top management
•Help planners to identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers
•Delivering against teams' demanding performance expectations across customer engagement, financial planning and new business KPIs
•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 meets HSBC standards and procedures
工作职责：
◦按照既定的客户资源和销售策略，在下属私人财富规划师之间做相应资源调配
◦通过提供销售辅导，组织销售技巧研讨会及产品/议题相关培训活动， 发展销售团队
◦建立和维护以客户为导向的团队文化，通过例如与私人财富规划师一起参加重要客户陪谈会议，展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。
◦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；识别及解决绩效差距，并向高级管理层及时更新绩效信息
◦帮助私人财富规划师识别和抓住投资/保险等商业机会，运用财富规划的方法确保为所有类型的客户提供公平的理财结果
◦在客户参与、财务规划及新业务关键绩效指标方面，达到团队要求的绩效预期
◦通过在团队成员及更广泛的组织中确保高质量的业务推荐和推荐技能，打造并维护积极的团队文化
◦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
要求
To be successful in the role, you should meet the following requirements:
•University education (BA or higher)
•Minimum 5-8 years sales, people and relationship management experience in financial services within a high quality team
•Strong coaching skills and business acumen
•Proved to deliver and drive outstanding customer experience (ideally a financial planning experience) and building lasting customer relationships
•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 team's business performance
•Strong verbal and written communication skills in Chinese and basic knowledge of English
任职要求：
•大学本科及以上学历
•至少5-8年在金融行业内高质量团队中从事销售，人员及客户关系管理经验
•较强的辅导技巧及业务敏感度
•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
•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
•良好的中文及基本的英语头口和书面沟通能力
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.
汇丰人寿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职业发展平台，灵活的工作机制和探索多元共融的工作环境。汇丰人寿所掌握的关于您申请职位的个人信息将会严格根据我们的隐私政策声明使用，该声明在网站上可查询。
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 and 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 Life Insurance Company Limited