Wealth Management - Private Wealth Advisor

CICC; Hong Kong; On-site; HKD 480,000 - 640,000; Full time

Job summary

CICC in Hong Kong is seeking a wealth management professional to develop relationships with high-net-worth individuals, families, family offices and corporates, offering asset allocation advice and post-investment service.

The role emphasizes client-centric sales, in-depth knowledge of financial products, and the ability to leverage CICC resources to meet diverse financial needs; Mandarin/Cantonese/English preferred.

Qualifications

• Develop and maintain relationships with high-net-worth individuals, families, family offices and corporates.
• Understand customers' needs and provide asset allocation suggestions; deliver post-investment services and establish long-term relationships.
• Provide professional investment consulting to promote product sales and transactions.
• Utilize CICC resources to meet diversified financial needs.
• Upright, humble, diligent with high moral values.
• Bachelor degree or above.
• Strong interest in financial industry and wealth management.
• Retail/personal finance experience preferred.
• Understanding of financial market products; strong learning ability.
• Client oriented, sales-driven with excellent communication.
• SFC and/or HKMA license holder.
• Fluency in Mandarin, Cantonese and English preferred.

Responsibilities

• Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates.
• Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship.
• Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction.
• Making full use of CICC's unique resources to meet customers' diversified financial needs.

Skills

Relationship mgmt

Asset allocation

Investment consulting

Sales skills

Client service

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.