Wealth Management

18 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

#J-18808-Ljbffr

  • Asset Allocation Specialist

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full time

    River Delta Wealth ManagementWe offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family office and asset management experience.About Our Team:Our team is comprised of experienced professionals dedicated to providing exceptional service to...

  • Fund of Hedge Funds Portfolio Manager

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full time

    River Delta Wealth ManagementWe are a comprehensive family office and asset management platform dedicated to safeguarding our clients' long-term financial futures.About Us:Our mission is to provide expert investment advice, tailored to each client's unique needs and goals.Job Description:Fund of Hedge Funds AnalystKey Responsibilities:Participate in fund of...

  • Hedge Fund Research and Investment Analyst

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full time

    River Delta Wealth ManagementAs a leading family office and asset management platform, we prioritize building strong, long-term relationships with our clients and partners.About Our Services:We offer customized asset management solutions, tailored to each client's unique needs and goals.Job Description:Fund of Hedge Funds AnalystKey Responsibilities:Develop...

  • Fund of Hedge Funds Analyst

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China River Delta Wealth Management Full time

    Fund of Hedge Funds Analyst - Family Office Analyst A family office and asset management platform that is dedicated to safeguarding our clients' long-term financial futures. We offer a comprehensive range of services, including asset and investment management, succession planning strategies, and wealth structuring, all integrated into a seamless family...

  • Wealth Management Trainee

    6 days ago

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

    Job Summary: As a full-time graduate trainee in wealth management at AIA's private client office in Hong Kong, you will receive comprehensive training in financial and wealth management services. You will cultivate expertise to establish enduring relationships with clients and identify new business opportunities. Your responsibilities will include delivering...

  • Head of Wealth Management

    12 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full time

    Investment Sales OpportunityA leading global financial institution is seeking a seasoned investment sales professional to join their regional client solutions team as a head of wealth management. The successful candidate will be responsible for developing business strategies with a focus on wealth management.The ideal candidate should possess extensive...

  • Wealth Management Expert

    10 hours ago

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

    About the RoleWe are seeking an experienced Wealth Management - Institutional Wealth Advisor to join our team. As a key member of our organization, you will be responsible for developing and maintaining business relationships with high-net-worth individuals and their families. Your primary focus will be on identifying investment opportunities, providing...

  • Wealth and Wellness Manager

    1 day ago

    Hong Kong, Central and Western District, Hong Kong SAR China Lululemon Athletica Full time

    About the Role:We are seeking a highly skilled Wealth and Wellness Manager to join our team in APAC. This role will be responsible for delivering total rewards that reflect our entrepreneurial culture, are market competitive, and support our global growth.The ideal candidate will have 1-3 years of professional experience, preferably in a retail environment....

  • Global Wealth Management Professional

    2 hours ago

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

    Company OverviewCiti Wealth is a leading global financial services provider, dedicated to helping high net worth individuals and their families grow and manage their wealth across the world. With over 200 years of experience, we have established a reputation for delivering exceptional wealth management services to our clients.

  • Marketing Professional

    2 days ago

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

    Company OverviewAt HSBC, we serve 41 million customers globally, including 6.7 million who are international. Our presence in Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office enables us to deliver on our purpose of opening up a world of opportunity by providing our customers with borderless...

  • Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong As a Wealth Management Professional, your responsibilities include: Serve as the liaison for clients regarding inquiries and provides team support Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship Drive and...

  • Wealth Management Specialist

    23 hours ago

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

    Serve High Net Worth ClientsAs a Wealth Management Specialist at HSBC Global Private Banking, you'll play a critical role in serving our high net worth clients, providing them with expert advice and guidance on their financial needs. You'll be part of a dynamic team that values collaboration, innovation, and customer satisfaction.About the RoleYou'll work...

  • Head of Wealth

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    time left to apply End Date: February 14, 2025 (27 days left to apply) job requisition id 25010045 Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...

  • Wealth Management Expert

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    About the RoleWe are seeking a skilled Wealth Management Professional to join our team. As a key member of our team, you will be responsible for providing exceptional client service and support.

  • Wealth Management Operations Professional

    3 days ago

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

    Job Title: Operations Manager, Wealth ManagementCLSA is recruiting an experienced Operations Manager, Wealth Management to oversee day-to-day operations within our wealth management division.Key ResponsibilitiesCompliance and Risk Management: Collaborate with supervisors to monitor and maintain adherence to company guidelines, policies, and regulatory...

  • Wealth Proposition Strategist

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    Job OverviewWe are seeking a highly skilled and experienced individual to spearhead the development of our wealth proposition, focusing on affluent and high net worth customers. The successful candidate will lead the formulation of our wealth strategy, establishing a team to execute this plan in key markets.Key ResponsibilitiesWealth Strategy Formulation:...

  • Director of Wealth Development

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    Job DescriptionThe Director of Wealth Development will play a crucial role in shaping our wealth strategy, driving business growth, and increasing market share. This senior leadership position requires a proven track record in managing global or regional businesses, with extensive experience in insurance distribution and product management.Key...

  • Business Analyst

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full time

    Job DescriptionWe are seeking an experienced Business Analyst to join our Wealth Management team.Responsibilities:Analyze business needs and develop solutions.Communicate with stakeholders and team members.Evaluate project progress and report findings.Maintain accurate project documentation.Requirements:Degree in Business Administration or Information...

  • Marketing Manager Wealth AMH WPB Marketing

    2 days ago

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

    Some careers shine brighter than others If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. In Wealth and Personal Banking, we...

  • Wealth Credit Management Underwriter

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citibank (Switzerland) AG Full time

    Wealth Credit Management Underwriter - AVP Wealth Credit Management Underwriter - AVP Apply locations: Hong Kong, Hong Kong Time type: Full time Posted on: Posted 2 Days Ago Job requisition id: 25835991 Citi Global Wealth (CGW) is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It delivers a wide range of...