Vice president/associate director

1 week ago


Central And Western District, Hong Kong SAR China CCB International Full time

Vice President/Associate Director (AMO) – Wealth Investment Services Get AI-powered advice on this job and more exclusive features. Responsibilities: Develop and implement investment strategies tailored to clients' financial goals and risk tolerance. Build and maintain strong & long-term client relationships through effective communication and regular portfolio reviews. Promote various financial products and services, including equities, bonds, funds, and margin trading to generate revenue. Conduct thorough market analysis and stay updated on financial trends to provide sound investment advice. Requirements: Bachelor's degree in Economics, Finance, Business Administration, or any related fields. Minimum of 7 years of experience in wealth management, private banking, or any other related fields. Excellent written and verbal communication skills in both English and Chinese. Ability to work effectively in a fast-paced, dynamic environment and manage multiple projects simultaneously. Familiar with SFC rules and regulations in relation to company business. Seniority level Mid-Senior level Employment type Full-time Job function Sales and Finance Industries Investment Banking#J-18808-Ljbffr



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