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  • 职位类型: 全职

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●  招聘公司:HSBC
●  公司简介:汇丰集团是全球规模最大的银行及金融机构之一。汇丰集团在欧洲、亚太地区、美洲、中东及非洲76个国家和地区拥有约9,500家附属机构,在全球拥有超过1亿1千万的顾客。 ●  招聘职位: 首席关系经理 ●  职位类型:全职 ●  职位薪酬:$70,000+ ●  申请链接: 点击申请 ●  工作内容:
  • 为客户提供持续和度身订造的财富管理及理财服务;
  • 提供全方位的产品和服务,包括汇丰制造的产品和外部合作伙伴提供的产品;
  • 与新老客户建立并保持良好的关系;
  • 遵守我们的业务和产品的法规和程序;
  • 作为汇丰银行加拿大分行的品牌大使,通过与新老客户建立和保持良好的关系,为客户提供卓越的服务;
  • 关心客户,帮助他们实现财务目标。
●   MAJOR RESPONSIBILITIES:
  • Deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC Premier clients
  • Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners.
  • Build and maintain strong relationships with both new and existing clients
  • Comply with the regulations and procedures that govern our business and products.
  • Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences by building and maintaining strong relationships with new and existing customers.
  • Have a genuine interest in customers, helping them reach their financial ambitions
●  职位要求:
  • 至少3年的金融服务、零售销售工作经验或同等学历;
  • 具有高净值客户关系管理经验;
  • 较强的财富管理技能;
  • 良好的沟通、客户关系和影响力技巧;
  • 很强的网络和项目组合管理技能;
  • 熟悉金融服务产品和服务,熟悉客户关系管理系统;
  • 了解商业银行,产品和服务;
  • 良好的英语沟通能力,掌握第二语言者优先。
● REQUIRED QUALIFICATIONS:
  • Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
  • Relationship management experience with high net worth clients
  • Strong technical skills in wealth management
  • Strong communication, client focus and influencing skills
  • Strong networking and portfolio management skills
  • Sound knowledge of financial services products and services and the client relationship management system
  • Understanding of business banking and products and services
  • Able to communicate well in English, Understands / speaks second language is an asset


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