Wealth Management Professional

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time
{"Job Title": "Wealth Management", "Job Description": "Job Summary

CICC is seeking a highly motivated and experienced Wealth Management professional to join our team. As a key member of our wealth management team, you will be responsible for managing client relationships, providing investment advice, and driving business growth.

Key Responsibilities
  1. Develop and implement personalized investment strategies for high net worth clients, ensuring alignment with their financial goals and risk tolerance.
  2. Conduct thorough financial analysis and market research to identify investment opportunities and optimize portfolio performance.
  3. Build and maintain strong relationships with clients, providing exceptional service and ensuring their needs are met.
  4. Collaborate with internal teams to stay up-to-date on market trends, regulatory changes, and product offerings.
  5. Participate in ongoing training and professional development to enhance knowledge and skills.
Requirements
  • Bachelor's degree in Finance, Economics, or related field.
  • Minimum 2-3 years of experience in wealth management, with a strong understanding of financial markets and products.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and internal stakeholders.
  • Fluency in English and Chinese, with proficiency in Mandarin and Cantonese preferred.
  • SFC and/or HKMA license holder.

CICC offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for wealth management, we encourage you to apply.

", "Company": "CICC"}

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