环球私人银行私人财富管理顾问 ID92944

Global Private Banking (GPB)

HSBC Global Private banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities for our clients to manage and protect their wealth. As an international private banking, HSBC Global Private banking has the connections to provide the very best of what the HSBC Group has to offer.

We are currently seeking an experienced professional to join our team.

In this role, you will

职位描述：

为客户、潜在客户和客户经理提供投资方面的支持，教育及指导

评估客户需求、经验、预期和风险承受能力

及时提供CIO市场更新和内部意见，并为客户经理提供明确的战术战略，以增强其职能能力和专业精神。制定适合客户的综合投资策略及资产配置。

协调投资策略与适当产品及服务之执行

监控客户组合，以了解其表现、合适性及机会

向客户/潜在客户和客户经理提供投资见解的最新信息

为制定新业务计划及强化产品提供投入及支持

确定并传达与产品、平台、操作、系统或定价相关的问题或限制

保持对竞争对手投资能力、产品选项和定价策略的当前知识

确保销售流程的完整性，并遵守所有汇丰及监管政策

维持汇丰的内部监控标准，包括及时执行内部和外部审核点，以及外部监管机构提出的

由直线经理分配的其他项目或方案或角色转换

Qualifications

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

职位要求：

硕士或CFA，十年以上在外资银行担任投资顾问或客户经理与投资业务有关的经验

在投资业务、投资组合管理、经纪或机构销售方面取得优异销售业绩

对境内及/或境外私人银行业务有广泛知识

以客户为重点，拥有强大的销售、分析、技术、团队合作和建立关系的技能

强大的谈判、复杂的问题解决、沟通和陈述的书面和口述技能

可靠的判断力和优秀的紧迫感知力，拥有高端专业程度及个人诚信

能在压力下工作，成为优秀的团队成员

AMAC资质是必须的，持SAC资质更佳

中文和英文听说读写必须流利

You will achieve more when you join HSBC.

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 Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank (China) Company Limited