Wealth Management

21 hours ago

Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time
Wealth Management - Institutional Wealth Advisor

This position is responsible for developing business relationships 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 include but are not limited to:

  • Developing and maintaining business relationships with target clients, bringing in new clients and new AUM to the firm.
  • Providing investment advisory and asset allocation services.
  • Providing trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds, and structured products.
  • Assisting clients on wealth planning and preservation through various tools and services.
  • Working in a highly dedicated and professional team environment.

Requirements:

Knowledge:

  • Sufficient knowledge of the Chinese and international capital markets, all major investment instruments, and the firm's products and services.
  • Understanding of the client's investment needs and orientation.

Skills and Abilities:

  • Passionate for front line sales roles and interested in the financial market.
  • Excellent interpersonal skills and a team player.
  • Highly disciplined and a self-motivator.

Qualifications:

  • At least 2 years of sales-related experience in banking and finance companies, preferably having direct experience in securities dealing and wealth management roles.
  • Bachelor's degree in relevant majors, preferably an MBA degree holder.
  • SFC license 1 and 4.

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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Other and Finance

Industries

Investment Banking, Financial Services, and Investment Management

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