Private Wealth Advisor for HNW Growth & Advisory

CICC; Hong Kong; Sur place; HKD 480 000 - 640 000; Plein temps

Résumé du poste

CICC in Hong Kong is seeking a wealth management professional to develop relationships with high-net-worth individuals, families, family offices and corporates, offering asset allocation advice and post-investment service.

The role emphasizes client-centric sales, in-depth knowledge of financial products, and the ability to leverage CICC resources to meet diverse financial needs; Mandarin/Cantonese/English preferred.

Qualifications

• Develop and maintain relationships with high-net-worth individuals, families, family offices and corporates.
• Understand customers' needs and provide asset allocation suggestions; deliver post-investment services and establish long-term relationships.
• Provide professional investment consulting to promote product sales and transactions.
• Utilize CICC resources to meet diversified financial needs.
• Upright, humble, diligent with high moral values.
• Bachelor degree or above.
• Strong interest in financial industry and wealth management.
• Retail/personal finance experience preferred.
• Understanding of financial market products; strong learning ability.
• Client oriented, sales-driven with excellent communication.
• SFC and/or HKMA license holder.
• Fluency in Mandarin, Cantonese and English preferred.

Responsabilités

• Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates.
• Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship.
• Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction.
• Making full use of CICC's unique resources to meet customers' diversified financial needs.

Connaissances

Relationship mgmt

Asset allocation

Investment consulting

Sales skills

Client service

Multilingual

Formation

Bachelor degree or above

Description du poste

CICC in Hong Kong is seeking a wealth management professional to develop relationships with high-net-worth individuals, families, family offices and corporates, offering asset allocation advice and post-investment service.

The role emphasizes client-centric sales, in-depth knowledge of financial products, and the ability to leverage CICC resources to meet diverse financial needs; Mandarin/Cantonese/English preferred.