Wealth Management - Private Wealth Advisor

CICC; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Job summary

CICC in Hong Kong is seeking a client-focused wealth management professional to develop and maintain relationships with high-net-worth individuals, their families, family offices and corporate clients. You will understand clients' needs and offer professional asset allocation guidance, delivering ongoing post-investment service and building long-term relationships.

The role requires strong sales aptitude, knowledge of financial products, and excellent communication.

Qualifications

• Bachelor degree or above in finance or related field.
• Strong interest in financial industry and wealth management.
• Retail/personal business experience preferred.
• Understanding of financial market products.
• Excellent learning ability.
• Client oriented, sales-driven with confident communication.
• SFC and/or HKMA license holder.
• Fluency in Mandarin, Cantonese and English preferred.

Responsibilities

• Develop and maintain relationships with high-net-worth individuals, their families, family offices and corporates.
• Understand customers' needs and provide asset allocation suggestions and post-investment services, establishing long-term relationships.
• Provide professional investment consulting and advisory services to potential customers to promote product sales and transactions.
• Make full use of CICC's resources to meet customers' diversified financial needs.

Skills

Relationship management

Sales experience

Financial knowledge

Communication skills

Multilingual

Education

Bachelor degree or above

Job description

1. Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates.

2. Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship.

3. Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction.

4. Making full use of CICC's unique resources to meet customers' diversified financial needs.

Qualification

1. Upright, humble, diligent with high moral values.

2. Bachelor degree or above;

3. Strong interest in financial industry and wealth management business;

4. Retail/personal business experience in financial industry is preferred;

5. Understanding of various financial market products. Excellent learning ability;

6. Client oriented, passionate about sales and financial industry. Positive and confident with excellent communication skills;

7. SFC and/or HKMA license holder；

8. Fluency in Mandarin, Cantonese and English is 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.