AVP, Corporate & HNW Wealth Advisory

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

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.