Assistant Vice President, Corporate and HNW Clients

ICBC International Holdings Limited; Hong Kong; On-site; HKD 1,000,000 - 1,400,000; Full time

Job summary

ICBC International Holdings Limited in Hong Kong seeks an Assistant Vice President to deliver wealth management and investment advisory services to High Net Worth clients. You will analyze client needs, tailor solutions, and propose suitable products to meet risk/return objectives.

You will actively develop new relationships and expand existing portfolios to achieve sales targets, while collaborating with internal teams to ensure premier client service and seamless operations.

Qualifications

• Bachelor degree in Finance or above; finance knowledge with product design capability.
• 5+ years in corporate sales or retail banking with knowledge in fixed income or equity-linked products.
• Strong communication and interpersonal skills; proactive with ability to multi-task.
• Fluency in English and Mandarin (written and spoken).

Responsibilities

• Provide wealth management and investment advisory services to High Net Worth clients.
• Analyze client financial needs and risk profiles to recommend suitable products.
• Develop new client relationships and expand existing portfolios to meet sales targets.
• Maintain long-term, trusted relationships through exceptional service and regular engagement.
• Collaborate with internal departments to ensure seamless client service and support.
• Perform daily operations and customer services; undertake ad-hoc duties as assigned.

Skills

Relationship management

Sales experience

Financial analysis

English fluency

Mandarin fluency

Education

Bachelor's degree in Finance

Job description

Assistant Vice President, Corporate and HNW Clients

Provide wealth management and investment advisory services to High Net Worth clients;

Analyze client financial needs and risk profiles to recommend and offer suitable financial products and solutions;

Actively develop new client relationships and expand existing client portfolios to achieve sales targets and revenue growth;

Cultivate and maintain long-term, trusted relationships with clients through exceptional service and regular engagement;

Collaborate effectively with internal departments to ensure seamless client service and support;

Perform daily operations and customer services;

Undertake ad-hoc duties and special projects as assigned by management.

Requirements

Bachelor degree of above in Finance, preferably with trainer experience of junior Sales Managers and with the in-depth knowledge in structured products and the associated product design capabilities. Strong analytical and quantitative skills;

5 years or above work experience in Corporate Sales or Retail Banking including knowledge in Fixed Income or equity-linked products;

Strong communication and interpersonal skills – ability to form effective working relationships;

Proactive in taking responsibilities and be able to multi-task;

Passionate and motivated to contribute to investment banking field;

Capability of working closely with team members and delivering quality work under tight schedules;

Fluency in English and Mandarin；Both written and verbal communication skills.

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ICBC International Holdings Limited (“ICBC International”) is a wholly-owned subsidiary of ICBC in Hong Kong. As a Hong Kong incorporated and based company, ICBC International leverages the premier brand, strong capital base, extensive clients' base and advanced financial products. It is exposed to capital markets and provides financing clients with services in four product lines; corporate financing, investment business, sales & trading and asset management. ICBC International also offers market research services covering global macro economy, international financial markets, environmental protection, medical care and other hot industries.

ICBC International Holdings Limited (“ICBC International