CICC | Wealth Management
1 week ago
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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.
- 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.
Associate
Employment TypeFull-time
Job FunctionFinance and Business Development
IndustriesInvestment Banking, Financial Services, and Investment Management
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