Wealth Management - Client Development and Management Specialist

CICC; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

CICC in Hong Kong seeks a professional to coordinate departmental needs and develop aligned business plans with our strategy. You will keep close contact with the sales team, drive optimization projects, and help ensure smooth cross-functional workflows.

You will assist with market research, plan formulation, system testing, and process mapping, as well as explore external partnerships with banks and brokerages, negotiating cooperation agreements while ensuring risk and compliance.

Qualifications

• Bachelor’s degree or above, preferred in Finance, Business Administration, or related fields.

Responsibilities

• Coordinate departmental business needs and develop clear business plans aligned with the company's strategy.
• Maintain communication with the sales team and drive optimization initiatives based on operational needs.

Skills

Communication skills

Team player

Risk management

Compliance

Bilingual (Mandarin & English)

Education

Bachelor's degree or above in Finance/Business Administration

Job description

1. Coordinate departmental business needs and develop clear business plans aligned with the company's overall business strategy and current business operations.

2. Maintain efficient communication with the sales team, develop optimization initiatives based on operational needs, and drive the implementation of these projects.

3. Facilitate cross-functional and intra-departmental communication to ensure seamless and efficient business workflows.

4. Assist in the preparation and implementation of new business projects, covering market research, plan formulation, system testing, process mapping, and standardization.

5. Assist in exploring external strategic partnership opportunities, engaging with banks and brokerages, and driving the negotiation, structuring, and execution of cooperation agreements.

Qualification

1. Bachelor’s degree or above, with a major in Finance, Business Administration, or related fields preferred.

2. A minimum of 2 years of experience in the financial industry, preferably with experience in cross-market business development, wealth management, or FinTech.

3. An excellent team player with the ability to work well under pressure.

4. Highly organized, detail-oriented, and accurate in work execution, coupled with a strong sense of risk management and compliance.

5. Excellent communication skills, fluent in both Mandarin and English; proficiency in Cantonese is highly preferred.

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.