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Private Wealth Advisor

1 week ago

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

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.