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.

•University degree with honors in economics, finance, business, mathematics or a related discipline

• Experienced in the role of Investment Counsellor or Advisor or Financial Advisor or sales leader role in either retail, private, commercial, investment banks or fund houses
• Solid industrial experiences as a wealth planner or financial advisor
• Strong client skills with ability to deliver needs based solutions and first-of-class client experience
• Deep knowledge of specific complex financial planning solutions and products including the knowledge of financial markets, economic dynamics, financial planning environment, new product solutions and regulatory requirement relevant to financial planning
• Analytical skills to review opportunities in Top Tier Relationship Manager portfolios and engage in client meetings
• Licensed for promoting investment and insurance products is a must
• Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager or other qualifications is a must
• Good command of both spoken and written Chinese and English
  

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www.hsbc.com.cn/careers

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