Senior Private Wealth Advisor for High-Net-Worth Clients

CICC

Hong Kong

On-site

HKD 480,000 - 720,000

Full time

4 days ago

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Job summary

CICC in Hong Kong is seeking a client-focused wealth management professional to develop and maintain relationships with high-net-worth individuals, their families, family offices and corporate clients. You will understand clients' needs and offer professional asset allocation guidance, delivering ongoing post-investment service and building long-term relationships.

The role requires strong sales aptitude, knowledge of financial products, and excellent communication.

Qualifications

Bachelor degree or above in finance or related field.
Strong interest in financial industry and wealth management.
Retail/personal business experience preferred.
Understanding of financial market products.
Excellent learning ability.
Client oriented, sales-driven with confident communication.
SFC and/or HKMA license holder.
Fluency in Mandarin, Cantonese and English preferred.

Responsibilities

Develop and maintain relationships with high-net-worth individuals, their families, family offices and corporates.
Understand customers' needs and provide asset allocation suggestions and post-investment services, establishing long-term relationships.
Provide professional investment consulting and advisory services to potential customers to promote product sales and transactions.
Make full use of CICC's resources to meet customers' diversified financial needs.