Strategic Wealth Management Expert

3 days ago


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

About CICC
CICC, a renowned financial institution, seeks an experienced professional to lead its wealth management team in achieving business objectives. As a trusted advisor, you will be responsible for devising and implementing strategies that drive success in the region.

Key Responsibilities
1. Develop and execute comprehensive plans to meet target set by PO, ensuring seamless execution and collaboration with agile teams.
2. Provide expert advice on wealth planning and asset allocation portfolio advisory services to full-spectrum clients in the region, ensuring standardized solutions tailored to their needs.
3. Offer customized advice and consulting services to high net worth clients, leveraging your expertise to deliver value-added solutions.
4. Support high net worth clients in pre-investment meetings and post-investment reviews, driving sales growth and customer satisfaction.
5. Deliver training and support to internal sales teams and attend marketing roadshows, promoting brand awareness and thought leadership.
6. Perform other related work or tasks assigned by superiors, contributing to the overall success of the wealth planning team.

Requirements
1. A bachelor's degree or above in finance, economics, accounting, mathematics, statistics, computer science, or related fields from a reputable domestic or overseas university.
2. Minimum 5 years' experience in the financial industry, with a strong track record of success.
3. Relevant work experience in investment advisory, with CFA qualification being an advantage.
4. Strong self-motivation, learning ability, and adaptability, with excellent communication and leadership skills.
5. Ability to manage and develop team members, fostering a positive and productive team environment.



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