Associate Director, Wealth Management

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China CIS Group 順安集團 Full time

23 hours ago Be among the first 25 applicants

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About the Job

Are you an experienced financial professional looking for more opportunities to advance your career? At CIS Group, we offer a platform where you can enhance your expertise, take on leadership roles, and enjoy uncapped career growth in wealth management and financial advisory.

Position Responsibilities

  • Develop and manage a portfolio of high-net-worth clients, providing them with tailored financial solutions.
  • Offer strategic investment and insurance planning to help clients achieve their financial goals.
  • Lead and mentor junior associates, sharing industry insights and best practices.
  • Drive business growth by expanding client networks and referrals.
  • Stay ahead of financial market trends and new product developments.

Required Qualifications

  • 3-8 years of experience in financial planning, insurance, or wealth management.
  • Proven track record in financial advisory, investment planning, or insurance sales.
  • Strong communication and relationship-building skills.
  • Ability to provide customized financial solutions to clients.
  • Leadership potential and a desire for career advancement.

When You Join Our Team

  • Access to a comprehensive client network and premium financial products.
  • Attractive commission structure and performance-based bonuses.
  • Career development opportunities, including leadership training and promotions.
  • A supportive team culture and a well-established brand in the financial industry.

About CIS Group

Established in 2007, CIS Group is firmly rooted in Hong Kong and specialized in global finance. Our management has over 30 years of experience in the fields of capital market, wealth management, funds, securities, insurance, and banking. The Group has embraced its core values - "Courageous", "Innovative", and "Open" to actively develop diversified asset allocation services and provide professional, reliable, and comprehensive one-stop wealth management services for high-net-worth individuals and institutional clients in China, Hong Kong, and the Asia-Pacific region.

We proactively develop a more diversified all-in-one financial services platform, and endeavor to provide comprehensive and value-added products and services to our clients and partners. We have established six core businesses within 10 years' time. The scope of business includes:

We established a well-structured and professional business model that complies with all the relevant and applicable laws, regulations, and licenses in Hong Kong. Our members have obtained the following licenses and qualifications:

  • Licenses issued by Securities and Futures Commission of Hong Kong for Dealing in securities (Type 1), futures contracts (Type 2), advising on securities (Type 4), and asset management (Type 9) (CE No. API164);
  • Participant of The Stock Exchange of Hong Kong;
  • Insurance Broker License issued by Insurance Authority (Membership No:FB1285);
  • Registered MPF Intermediary (MPF Registration No.:IC001133);
  • Participant of Central Clearing and Settlement System (CCASS ID: B01849);
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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