HSBC · Central, Hong Kong Island, HK
Prestige Private Wealth Ctr Team Head II
带领私人财富团队及中心运营，推动销售、客户体验与风险管理。
最近核查時仍有刊登最近確認刊登：2026-11-03 18:34:26.026217+00
招聘狀態可能變動，申請前請查看原始職位。
薪酬未公開
學歷工商管理学位，或具备 CFA、CFP、CFMP 等相关资格
語言中文 · 口语及书面流利、英语 · 口语及书面流利、普通话 · 高水平
經驗需具备高净值、内地及离岸客户组合的销售经验；人员管理经验为优选
工作內容
- 带领客户经理并管理中心，制定及落实销售和营销策略。
- 组织获客活动、产品培训及销售辅导，提升团队表现。
- 支持客户经理向高净值、内地及离岸客户提供投资咨询。
- 监控销售质量并管理运营风险，改善客户体验及流程。
職位要求
- 具备工商管理学位，或持有相关资格。
- 通过保险中介人资格考试或香港证券学院执业资格考试。
- 具备指定客户组合销售经验；人员管理经验为优选。
- 中文及英语口语、书面能力良好，须具备高水平普通话。
查看招聘來源的要求摘錄
原始資料於 2026-11-01 查閱；內容可能已更新，請查看原始職位。
Requirements University degree in Business Administration or other relevant qualifications such as CFA, CFP or CFMP Passes in the Insurance Intermediaries Qualifying Examinations/Hong Kong Securities Institute Licensing Examinations Proven sales experience in managing the portfolio of high net worth, mainlander and offshore customers with people management experience preferable High level of customer centricity mindset with dedication to deliver exceptional quality services for customers and manage complex interactions effectively Able to inspire others to achieve their goals/ambitions in a variety of situations Fluency in spoken and written Chinese and English Proficiency in spoken and written English and Chinese; high proficiency in Mandarin is a MUST Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage. Primary location shown in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme .
來源：公司官网 · 資料查閱日期 2026-11-01。職位狀態及要求請以原始招聘頁面為準。