SeniorInsuranceProductExpert,Wealth&PersonalBanking(高级保险产品专家)JobID:0000JGDDDescriptionWealthandPersonalBanking(WPB)WealthandPersonalBankingisournewglobalbusinesscombiningRetailBankingandWealthManagement;andGlobalPrivateBanking,tobecomeaglobalwealthmanagerwithUSD1.4trillioninassets.Ourdedicatedcolleaguesservemillionsofcustomersworldwideacrosstheentirespectrumofprivatewealth,rangingfrompersonalbankingforindividualsandfamilies,throughtobusinessowners,investorsandultra-high-net-worthindividuals.Weprovideproductsandservicessuchasbankaccounts,creditcards,personalloansandmortgages,aswellasassetmanagement,insurance,wealthmanagementandprivatebanking,thatbestsuitourcustomers’needs.Wearecurrentlyseekinganexperiencedprofessionaltojoinourteam.Inthisrole,youwill:-WorkcloselywiththeRelationshipManagementandWealthManagementteamsinprovidingspecialistservicesinbusinessplanningandjointmeetings-Providetechnicalandskillscoachingtowardsdevelopingstaffteamsinordertoachieveteambusinessobjectives-Supplytimelymarketandproductupdatestobothstaffandcustomers-Workcloselywiththewealthmanagementproductteamsanddevelopmentteamonnewproducts,productenhancementsandimprovementsincustomerexperience-Assistthefrontlineteamswithallcustomerservicingneedsanddisputesinordertoensureseamlesssupportisprovidedtoourcustomers-开展卓越理财客户的陪访工作，发掘客户财富管理需求，根据客户的风险水平和投资偏好支持客户做出资产配置决策-针对内部销售团队进行市场和投资产品的介绍、更新和培训工作-针对卓越理财客户经理进行市场、产品和沟通能力的辅导工作，制定和落实提高改善计划-对卓越理财客户现有资产配置表现进行回顾，支持客户的再平衡决策-根据分支行需求，主讲和支持财富管理讲座和论坛，分享银行对市场的观点和财富管理理念QualificationsTobesuccessfulintherole,youshouldmeetthefollowingrequirements:-Universitydegreewithhonorsinecon
成都 （成都成都市） 查看地图
汇丰银行（中国）有限公司
微信公众号
