Wealth Management Investment Solutions Lead

CCB International (Holdings) Limited; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

CCB International (Holdings) Limited is seeking a senior WM products advisor to generate sales-driven product ideas and provide ongoing product due diligence for wealth management clients. You will maintain a comprehensive WM product deck and actively support the sales team in investment product discussions.

The role requires a 7+ year track record in wealth management product advisory, with a focus on asset management and strong Mandarin and English communication.

Qualifications

• Bachelor’s degree in Finance, Investment, Wealth Management or related fields.
• 7+ years of work experience in WM products advisory.
• Experience in Asset Management (SFC License Type 9) preferred.
• Strong marketing and communication skills.
• Fluent in Mandarin and English.

Responsibilities

• Produce sales oriented product idea to boost day-to-day sales volume.
• Perform ongoing product due diligence on products provided to wealth management clients.
• Maintain a solution-oriented WM product presentation deck.
• Actively advise sales team on investment products.
• Collaborate with other product-related tasks, including data analysis, cross-department coordination, and project implementations.

Skills

Marketing

Communication

Client-centric mindset

Analytical

Cross-functional collaboration

Education

Finance/Wealth Mgmt degree

Job description

CCB International (Holdings) Limited is seeking a senior WM products advisor to generate sales-driven product ideas and provide ongoing product due diligence for wealth management clients. You will maintain a comprehensive WM product deck and actively support the sales team in investment product discussions.

The role requires a 7+ year track record in wealth management product advisory, with a focus on asset management and strong Mandarin and English communication.