Senior Wealth Advisor for High-Net-Worth Clients

CICC; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

CICC in Hong Kong is seeking a client-facing wealth management professional to develop and maintain relationships with high-net-worth individuals, families, and corporate clients. You will provide investment advisory, asset allocation, and execution services across asset classes, while supporting wealth planning for preservation and growth.

Required are a minimum of 2 years sales experience in finance, SFC licenses 1 and 4, and a bachelor’s degree (MBA preferred).

Qualifications

• At least 2 years sales related experience in banking and finance, preferably in securities/wealth mgmt.
• SFC license 1 and 4.
• Bachelor degree; MBA preferred.

Responsibilities

• Develop and maintain business relationships with target clients, bringing in new clients and new AUM to the firm.
• Provide investment advisory and asset allocation services.
• Provide trading and execution services for clients on equities, fixed income, FX, futures and options, mutual funds, hedge funds and structured products.
• Assist clients on wealth planning and preservation through various tools and services.

Skills

Front line sales

Interpersonal skills

Self-motivated

Team player

Education

Bachelor degree

MBA preferred

Job description

CICC in Hong Kong is seeking a client-facing wealth management professional to develop and maintain relationships with high-net-worth individuals, families, and corporate clients. You will provide investment advisory, asset allocation, and execution services across asset classes, while supporting wealth planning for preservation and growth.

Required are a minimum of 2 years sales experience in finance, SFC licenses 1 and 4, and a bachelor’s degree (MBA preferred).