职位&公司对比

职位详情

• 北京
• 1-3年
• 本科

• 资产管理公司

Join us and you will  enjoy the brand and platform advantages brought by HSBC as one of the world's largest banks and financial services institutions, and obtain excellent opportunities to develop personal career in the high-profile growth business field  as a member of HSBC, enjoy the comprehensive training resources provided by HSBC, grow rapidly with the support of the exclusive business guidance manager, and give full play to the potential of business, communication and leadership  achieve career dreams with a dynamic team in HSBC's diversified and inclusive cultural environment and sustainable development platform  enjoy flexible working mechanism and competitive welfare benefits (fixed base salary, temporary subsidies for wealth planners, performance commission, annual leave, medical insurance, etc.) Your responsibilities include  use the concept of wealth planning to understand and capture investment and insurance business opportunities, and study wealth management strategies based on customer needs  provide customers with professional, comprehensive and customized investment and insurance planning services, including security, savings, investment, children's education, retirement plan, etc., and provide high-end customers with asset allocation and wealth inheritance schemes  match customers' needs with the company's financial products, provide customers with professional advice on investment and insurance planning schemes, and assist them in completing the application process  maintain good communication with customers, do a good job in maintenance and service tracking, continuously improve customer satisfaction and ensure continuity  achieve all kinds of performance objectives such as customer contact, wealth planning and new business indicators in an all-round wakanzhuny  actively develop interpersonal networks, provide business referrals for the team, and maintain a positive team culture  ensure that individual and tekanzhunam activities comply with the requirements of relevant laws and regulations and comply with HSBOSS直聘BC standards and procedures