Wealth Management - Institutional Wealth Advisor - SG

CICC; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

CICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services. The role focuses on developing business relationships with high-net-worth individuals and families, understanding needs, and delivering tailored investment advice and execution services.

Ideal candidates have solid banking/finance sales experience, strong interpersonal skills, and may have an MBA. Mandarin is a plus to liaise with Chinese stakeholders and clients.

Qualifications

• Solid sales experience in banking/finance.
• Experience in securities dealing and wealth management preferred.
• Strong interpersonal and teamwork abilities.

Responsibilities

• Develop and maintain relationships with target clients to grow AUM.
• Provide investment advisory and asset allocation guidance.
• Facilitate trading/execution across equities, fixed income, FX, futures, funds, hedge funds.
• Assist clients with wealth planning and preservation.
• Collaborate in a dedicated, professional team environment.

Skills

Front line sales

Interpersonal skills

Team player

Self-motivated

Education

Bachelor's degree in relevant majors

MBA degree

Job description

CICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC's integrated platform, professional research and full market allocation resources, the Wealth Management team is able to meet clients' comprehensive needs by means of persistent customer services and one-stop tailor-made solutions.

Job Scope:

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:

• Develop and maintaining business relationship 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, 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.
• Work in a highly dedicated and professional team environment.

Requirements:

Knowledge

• Sufficient knowledge on the major international capital markets, investment instruments and the firm's products and services.
• Understand 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.
• Proficiency in Mandarin is a plus in order to liaise with our Chinese stakeholders and clients.

Qualifications

• Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
• Bachelor's degree in relevant majors, preferably an MBA degree holder.

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.