Wealth management

2 weeks ago


Central And Western District, Hong Kong SAR China CICC Full time

Get AI-powered advice on this job and more exclusive features. Responsibilities Developing and maintaining business relationships 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 relationships. Providing professional investment consulting and advisory services to potential customers to promote product sales and transactions. Making full use of CICC's unique resources to meet customers' diversified financial needs. Qualifications Upright, humble, diligent with high moral values. Bachelor's degree or above. Strong interest in the financial industry and wealth management business. Retail/personal business experience in the financial industry is preferred. Understanding of various financial market products. Excellent learning ability. Client-oriented, passionate about sales and the financial industry. Positive and confident with excellent communication skills. SFC and/or HKMA license holder. Fluency in Mandarin, Cantonese, and English is preferred. Company Commitment 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. Seniority Level Mid-Senior level Employment Type Full-time Job Function Finance Industries Investment Banking#J-18808-Ljbffr


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