Senior Wealth Consultant (Jade) HSBC China -（职位编号：0000CIPY）

Retail Banking and Wealth Management (RBWM)

Retail Banking and Wealth Management leverages HSBC’s global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.

We are currently seeking an experienced professional to join our team. In this role, you will:

?- Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise

• Support Jade RMs to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need
• Assist Jade RMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting JADE RMs in presenting and explaining solution(s) to client in according to EDRAS
• Conduct portfolio reviews with JADE RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks
• Join JADE RMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to JADE RMs for specific products and solutions
• Join JADE RMs in meeting clients and receive referrals from JADE RMs to help fulfill client's needs by certain complex WEM product. In such cases, JADE RMs must be limited by their own sales accreditation on certain complex WEM product, while a licensed Wealth Consultant ( Jade) is acting as a back up to help fulfill client's needs but do not directly advise or sell to clients
• Improve JADE RMs product specific technical knowledge by effective on-job coaching and training
• Meet operational effectiveness and control requirement.

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

Knowledge and experience Minimum of six years of working experience as a product specialist or financial advisor

At least one year of working experience as a product expert or BSM/SBM in RBWM

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, socia-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 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 regulations

Specialisation in one or more product categories e.g. Structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortage etc.

Accreditations Attain appropriate professional and regulatory qualifications as required by market

Attain any internal standards as required by country

Leadership capabilities Have or attain an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly

Ambitious about providing the highest standards of delivery to colleagues and clients

Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity

Authentic and shows ability to engage with colleagues and clients to deliver at pace

Make considered decisions that protect HSBC and our clients Global Wealth Management capabilities

Ability to transfer skills and knowledge by demonstration, coaching and observation

Disciplined professional who is able to set and follow organised client portfolio process's by relationship manager in a proactive manner

Able to work independently to construct technical product analysis to support JADE RMs and aid JADE RM experience and client decisions

Technical coaching skills in area of expertise

Experienced group presenter

Proven ability in customising presentations to meet individual client needs

A mature individual able to instil confidence with colleagues and clients alike You’ll achieve more when you join HSBC.

www.hsbc.com.cn/careers

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Issued by HSBC Bank (China) Company Limited