Wealth Management - Institutional Wealth Advisor

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

This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to:

• Developing and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm.
• Providing investment advisory and asset allocation services.
• Provide trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.
• Assist clients on wealth planning and preservation through various tools and services.
• Working in a highly dedicated and professional team environment.

Requirements

Knowledge

• Sufficient knowledge on the Chinese and international capital markets, all major investment instruments and the firm's products and services.
• Understanding the client's investment need and orientation.

Skills and Abilities

• Passionate for front line sales roles and interested in financial market.
• Excellent interpersonal skills and team player.
• Highly disciplined and self motivator.

Qualifications

• At least 2 years sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
• Bachelor degree in relevant majors, preferably an MBA degree holder.
• SFC license 1 and 4.

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.