Senior Wealth Advisor for High-Net-Worth & Family Offices

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

Job summary

CICC in Hong Kong seeks a client-focused Wealth Advisor to develop and maintain relationships with high-net-worth individuals, families, family offices and corporate clients, providing investment advice and asset allocation.

You will offer trading and execution services across equities, fixed income, FX, futures, funds and structured products, while guiding wealth planning and preserving client wealth. A strong sales drive and excellent interpersonal skills are essential.

Qualifications

• Minimum 2 years sales experience in banking/finance, preferably securities and wealth management.
• Bachelor degree; MBA preferred.
• SFC license 1 & 4 must be held.

Responsibilities

• Develop and maintain relationships with target clients (HNWIs, families, family offices, corporates).
• Provide investment advisory and asset allocation services.
• Offer trading/execution across equities, fixed income, FX, futures, funds, hedge funds, and structured products.

Skills

Front-line sales

Interpersonal skills

Self-motivated

Education

Bachelor degree in Finance/related field

MBA preferred

SFC License 1 & 4

Job description

CICC in Hong Kong seeks a client-focused Wealth Advisor to develop and maintain relationships with high-net-worth individuals, families, family offices and corporate clients, providing investment advice and asset allocation.

You will offer trading and execution services across equities, fixed income, FX, futures, funds and structured products, while guiding wealth planning and preserving client wealth. A strong sales drive and excellent interpersonal skills are essential.