WEALTH MANAGEMENT MANAGER

Job Reference: PFS/WMM/GM/07204/Web

Personal Financial Services - Retail Banking

HSBC's Personal Financial Services - Retail Banking continues to provide excellent service and sales to our customers. As their first point-of-contact, our branch staff are our most important asset in servicing our customers needs, thereby maintaining our reputation for quality sales and service. Exciting new opportunities have arisen for proactive and customer-oriented individuals to join us as Wealth Management Manager. You will be responsible to strive on achieving the highest standard of implementation of wealth management strategy and the achievement of insurance and investment business goals.

Key Responsibilities

• Contribute to the branch's sales and service goals by exploring business opportunities in insurance and investment products arising from mid- and mass-segment customers
• Implement our wealth management strategy by proactively planning, prioritising and executing sales with a focus on life insurance and investment products
• Analyse customers' needs for life insurance and investment products and ensure that customers are satisfied with the products and service received
• Provide efficient and high quality professional service and build good customer relationships
• Identify customers' needs and refer them to other bank colleagues as necessary to ensure that customers' needs are fulfilled

Requirements

• University graduate with 2 to 3 years' sales and service experience, preferably in the financial service industry, or a non-degree holder with 6 to 7 years' sales and service experience
• Good knowledge of wealth management products
• Sound sales and presentation skills
• Excellent interpersonal and communication skills
• Licensed to sell insurance and investment products
• Fluent in Cantonese and English; Putonghua proficiency is an advantage

Application Method

Please send your CV with the job reference to:

Email: careers1@hsbc.com.hk

 

HSBC is an equal opportunity employer. We value the diversity of individuals, ideas, perspectives, insights and values, and what they bring to the workplace. Applications are welcome from all qualified candidates.

Data held by the Bank relating to employment applications will be kept confidential and used only for processing applications. Applicants who are not contacted within four weeks may consider their application unsuccessful. The Bank will retain their applications for a maximum period of two years and may refer suitable applicants to other vacancies
within the Group. A copy of our Personal Information Collection Statement can be provided upon request by contacting Human Resources Asia-Pacific at the above e-mail address.

Issued by The Hongkong and Shanghai Banking Corporation Limited.