Wealth Management Director: Client Growth & Strategy

CCB International (Holdings) Limited; Hong Kong; On-site; HKD 700,000 - 1,400,000; Full time

Benefits offered by this job

Competitive remuneration package

Job summary

CCB International (Holdings) Limited in Hong Kong seeks an experienced wealth management professional to advise High Net Worth clients. Develop investment strategies aligned with clients' goals and risk tolerance, and expand the client base.

Responsibilities include building long-term relationships, promoting funds, equities, margin financing and structured products; conduct market analysis and ensure compliance with SFC rules; collaborate with teams to drive AUM growth.

Qualifications

• Bachelor's degree in Economics, Finance, Business Administration or related field.
• Minimum 7 years of wealth management or related experience.
• Strong product knowledge: funds, equities, margin financing, structured products.
• Excellent written and verbal communication in Mandarin and English.
• Familiar with SFC rules and regulations.

Responsibilities

• Develop and implement investment strategies tailored to clients' goals and risk tolerance.
• Acquire high net-worth clients and manage existing relationships.
• Build and maintain strong, long-term client relationships through communication and portfolio reviews.
• Promote financial products and services to generate revenue.
• Conduct market analysis and stay updated on financial trends to provide investment advice.
• Target AUM growth and revenue from Wealth Management relationships.

Skills

Wealth management

Client relationship

Market analysis

Communication skills

SFC regulatory knowledge

Education

Bachelor's degree in Economics, Finance, Business Administration or related field

Job description

CCB International (Holdings) Limited in Hong Kong seeks an experienced wealth management professional to advise High Net Worth clients. Develop investment strategies aligned with clients' goals and risk tolerance, and expand the client base.

Responsibilities include building long-term relationships, promoting funds, equities, margin financing and structured products; conduct market analysis and ensure compliance with SFC rules; collaborate with teams to drive AUM growth.