CICC | Wealth Management

1 week ago


hong kong, Hong Kong SAR China CICC Full time

Get AI-powered advice on this job and more exclusive features.

Responsibilities
  • Complete personal performance targets, work around various KPI indicators to achieve the balance between process management, client base and revenue indicators.
  • Keep track of the global market trends and major events, understand the current selling points and business strategy, maintain target clients and achieve personal performance goals through standard business actions.
  • Focus on clients daily service to provide professional and compliant suggestions, ensure clients' wealth management and asset allocation needs are fully harnessed based on appropriate principles.
  • Participate in internal/external training, online/offline marketing activities actively for professional and client service ability improvement.
Job Requirements
  • Bachelor degree or above. Finance or relative major preferred.
  • 2-3 years of wealth management experience with solid financial ability, strong interest in the wealth management industry, and understanding of different financial market products.
  • Honest, positive, able to work under pressure, strong client service and learning abilities, with decent self-motivation and teamwork spirit.
  • Fluent written and spoken Chinese and English. Candidates proficient in Mandarin, Cantonese, and English preferred.
  • SFC and/or HKMA license holder.
Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance and Business Development

Industries

Investment Banking, Financial Services, and Investment Management

#J-18808-Ljbffr

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

    CICC is seeking a highly skilled Wealth Management Specialist to join our team.About the RoleThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. The successful candidate will be able to understand client needs and requirements, identify investment opportunities,...


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

    Job OverviewCICC is a leading financial institution seeking an experienced and skilled Senior Wealth Management Professional to join our Private Wealth team. This role offers an exciting opportunity to work with high-net-worth individuals, families, family offices, and corporates in Asia.About the RoleThe ideal candidate will have a strong background in...


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

    About the RoleWe are seeking a highly skilled International Wealth Strategist to join our team at CICC. This is an exciting opportunity for a talented professional to develop and execute international business development strategies, identify new market opportunities, and establish relationships with overseas financial institutions and partners.Key...


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

    CICC Wealth Management OpportunityAt CICC, we are seeking an experienced Wealth Management Consultant to join our team. This is a unique opportunity to develop business relationships with high-net-worth individuals, their families, and corporates.About the RoleThe successful candidate will be responsible for understanding client needs and requirements,...


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

    Job Overview:">CICC is seeking an experienced and ambitious financial professional to join our team as a Private Wealth Advisor. As a key member of our wealth management department, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.">About the...


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

    At CICC, we are seeking a highly skilled Wealth Management Professional to join our team. As a key member of our wealth management division, you will play a critical role in helping clients achieve their financial goals.The ideal candidate will have 2-3 years of experience in the wealth management industry, with a strong understanding of various financial...


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

    Job OverviewCICC seeks an experienced Wealth Management-Affluent Wealth Director to lead our team in client development and maintenance, focusing on bringing in new AUM/revenue to the firm. This role is ideal for a seasoned professional with a strong background in wealth management, excellent communication skills, and a deep understanding of global market...


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

    Job Title: Senior Wealth Management Director for High Net Worth ClientsWe are seeking a highly skilled and experienced Wealth Management Director to join our team at CICC. This role will be responsible for managing a portfolio of high net worth clients, providing personalized wealth management services, and driving business growth through strategic...


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

    Job Description:CICC seeks a highly skilled Global Wealth Management Strategist to develop and execute the international business development strategy for wealth management services, drive market research and analysis, and establish and maintain relationships with overseas financial institutions, investors, and partners.Main Responsibilities:Develop and...


  • Hong Kong, 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....


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

    CICC Job OpportunityJob OverviewWe are seeking a Senior Financial Advisor to join our team at CICC. As a key member of our wealth management group, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.Key ResponsibilitiesDeveloping and maintaining...


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

    Job DescriptionThe Compliance Officer will provide compliance coverage to the CICC group of companies for its Equities, FICC and Wealth Management business activities conducted from Hong Kong.Main ResponsibilitiesProviding compliance advisory to the Equities, FICC and Wealth Management departments on day-to-day business issues.Reviewing new business and...


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

    Job SummaryWe are seeking a highly motivated and experienced Strategic Financial Advisor to join our Wealth Management team at CICC. As a key member of our team, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.About the RoleAs a Strategic Financial...


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

    **Job Overview**CICC is seeking a highly skilled Senior Portfolio Strategist to join our team. As a key member of our wealth management division, you will be responsible for providing expert advice on investment strategies and asset allocation to our high net worth clients.**Job Responsibilities**Wealth Planning and Asset Allocation: Develop and implement...


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

    CICC is seeking a highly skilled Brand and Marketing Strategist to join our team. This role is perfect for individuals who have a passion for marketing, branding, and strategy.Estimated Salary: 180000 - 220000 CNY per year.About the RoleThe successful candidate will be responsible for building and safeguarding the department's brand, including managing brand...


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

    Job OverviewWe are seeking a highly skilled Compliance Officer to join our team in Hong Kong, providing compliance coverage to the CICC group of companies for its Equities, FICC, and Wealth Management business activities.This is an excellent opportunity for a professional with strong financial services compliance or regulatory legal background to take on a...


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

    CICC Wealth Management OpportunityAt CICC, we are committed to delivering exceptional wealth management services to our clients. As a Financial Services Professional, you will play a key role in helping us achieve this goal.About the RoleWe are seeking a highly motivated and experienced individual to join our team as a Financial Services Professional. This...


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

    We are seeking a highly skilled Senior Brand Development Specialist to join our team at CICC.As a key member of our wealth management business, you will play a critical role in enhancing our reputation overseas and ensuring brand consistency across all platforms.The ideal candidate will have a bachelor's degree in public relations, advertising,...


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

    Job OverviewCICC is seeking a highly skilled Senior Asset Management Lawyer to join our team in Asia. As a key member of our legal department, you will be responsible for handling complex asset management matters, providing legal advice, and supporting the business units within CICC.


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

    Job Description:We are seeking a highly skilled and experienced Strategic Portfolio Manager to join our team at CICC. In this role, you will be responsible for leading the development of comprehensive wealth planning and asset allocation strategies for high net worth clients in the region.Key Responsibilities:Lead Target Setting and Implementation:...