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汇丰私人财富规划成都分区总经理 Field Manager - Chengdu, 中国 - HSBC
描述
汇丰私人财富规划是汇丰集团主导研发的重点战略业务之一,在中国先行先试,通过创新数字解决方案,可以根据客户约定的时间、地点,一对一定制财富规划,帮助:
•匹配专门的资产配置建议;
•厘清潜在的不确定风险,定制专属保障方案;
•明晰个人和家庭财务目标,财富传承等核心问题,定制财富管理和资产传承方案。
加入汇丰私人财富规划,可与兼备"国际视野与本土洞察"的优秀者同行,在国际化平台施展才华,享受清晰上升通道同时,拥抱多元共融的外企文化。
在这里,你负责:
• 团队引领: 带领私人财富规划师团队实施客户及销售策略;
• 销售辅导: 组织销售技巧研讨会及产品/议题相关培训活动;
• 团队建设: 建立和维护以客户为导向的团队文化,表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;
• 团队规划: 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,发展销售团队;
• 文化建设: 通过在团队成员及更广泛的组织中打造并维护积极的团队文化;
• 合规要求: 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。
你需要具备:
2 基础学历要求: 大学本科及以上学历;
2 自身素质要求: 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;
2 团队管理能力: 至少5-8年在金融行业内高质量团队中从事销售,员工关系管理经验,拥有较强的辅导技巧及业务敏感度;
2 客户维护能力: 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;
2 良好表达能力: 良好的中文及基本的英语口头和书面表达能力。
汇丰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专业发展,灵活的工作机制和探索多元共融环境中成长机遇的平台。汇丰掌握的关于职位申请的个人信息将会根据我们的隐私政策声明使用,该声明在网站上可查询。
由汇丰保险经纪有限公司刊发
