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人事招聘 · 汇丰经纪

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职位介绍: Job Profile: This role plays a vital role acting as the key contact point with HBCN RBWM and HACN RBWM to develop and maintain a sound and sustainable partnership on a CNQ level basis, with directly reporting to the distribution support head. It ensures effective mutual communication and facilitate strategy implementation to boost sales across the entity. The role of MGR, Partner Engagement directly reports to Head of Business Management. The primary reponsibilities of the role are to provide business support to Wholesale Distribution teams of the branches and to drive the implementation of the business development plans and strategies. The responsibilities for this role may include the following: 1.Analyze and regularly tracking on the business performance and KPIs of the branches and channels, not limited to product mix, frontline productivity, sales targets and results analysis. 2.Track and analyze the effectiveness of business promotion plans and other initiatives, including tracking the strategic project such as IS execution 3.Conduct the activity analysis on the business support of BDMs through daily logs to support the transition of BDMs 4.Maintain BDM Scorecard dashboard and periodically communicate with frontlines and related departments, including monthly/quarterly BDM Scorecard report generation, BDM Scorecard result communication, system upgrade and function optimization. 5.Board paper preparation and assist CDO to develop and execute the business development plans and strategies 6.Assist line manager to develop and execute the business development plans and strategies

公司简介

汇丰集团致力于在2025年或之前，成为专业的亚洲财富管理机构。作为汇丰集团100%全资持有的子公司，汇丰保险经纪-kaiyunI体育官网网页登录入口-ios/安卓/手机版app下载（“汇丰经纪”），是汇丰集团在亚洲大财富管理领域布局的重要引擎。汇丰集团集结国际、国内财富管理市场的资源优势，通过深入研究“十四五”规划和2035年远景目标、养老保障体系**支柱企业/职业年金制度和第三支柱个人养老金制度的联动建设等政策带来的历史发展机遇，着力将汇丰经纪打造成为业内专业的财富管理服务机构。汇丰经纪，通过为客户提供定制化的财务规划分析，进而协助匹配保险保障计划，并提供其他保险经纪服务，助力汇丰集团履行对于中国市场的长期承诺，拓展银行以外的财富新渠道和新体验。通过与汇丰旗下金融科技、汇丰人寿等多个实体的合作，汇丰经纪发挥联动优势，计划为其客户提供更为全面的服务，将科技的力量和私人财富规划师的智慧和经验合二为一，千人千面，基于当前资产配置和风险敞口基础上、全生命周期的全方位财富规划，助力大众富裕、高净值人群及不同类型企业等多样客户，把握在中国的长期增长机遇。

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