Vice President, Corporate and HNW Clients

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

Job summary

ICBC International Holdings Limited is seeking an experienced wealth management professional to provide advisory services to High Net Worth clients in Hong Kong. The role focuses on analysing client needs and risk profiles to tailor suitable financial products, while actively expanding client relationships and portfolios to drive revenue growth.

The candidate should have strong communication skills, be proactive, and work well with cross-functional teams.

Qualifications

• Bachelor’s degree in Finance is required; trainer experience with junior Sales Managers is preferred.
• Strong analytical and quantitative skills are essential.
• Fluency in English and Mandarin, both written and verbal, is required.

Responsibilities

• Provide wealth management and investment advisory services to High Net Worth clients.
• Analyze client financial needs and risk profiles to recommend suitable products and solutions.
• Develop new client relationships and expand client portfolios to meet targets and grow revenue.
• Cultivate long-term relationships with clients through exceptional service and regular engagement.
• Collaborate with internal departments to ensure seamless client service and support.
• Perform daily operations and customer service duties.
• Undertake ad-hoc duties and special projects as assigned by management.

Skills

Communication skills

Analytical skills

Multitasking

Team collaboration

Proactivity

Client relationships

English & Mandarin fluency

Education

Bachelor's degree in Finance

Trainer experience with junior Sales Managers

Job description

• Provide wealth management and investment advisory services to High Net Worth clients;
• Analyze client financial needs and risk profiles to recommend and offer suitable financial products and solutions;
• Actively develop new client relationships and expand existing client portfolios to achieve sales targets and revenue growth;
• Cultivate and maintain long-term, trusted relationships with clients through exceptional service and regular engagement;
• Collaborate effectively with internal departments to ensure seamless client service and support;
• Perform daily operations and customer services;
• Undertake ad-hoc duties and special projects as assigned by management.

Requirements:

• Bachelor degree of above in Finance, preferably with trainer experience of junior Sales Managers and with the in-depth knowledge in structured products and the associated product design capabilities. Strong analytical and quantitative skills;
• 7 years or above work experience in Corporate Sales or Retail Banking including knowledge in Fixed Income or equity-linked products;
• Strong communication and interpersonal skills – ability to form effective working relationships;
• Proactive in taking responsibilities and be able to multi-task;
• Passionate and motivated to contribute to investment banking field;
• Capability of working closely with team members and delivering quality work under tight schedules;
• Fluency in English and Mandarin；Both written and verbal communication skills.

Data collected would be used for recruitment purposes only.