Strategic Wealth Consultant
2 days ago
CICC, a leading financial institution, is seeking an experienced Strategic Wealth Consultant to join our team.
About the RoleWe are looking for a seasoned professional with a strong background in wealth management and a passion for delivering exceptional client service. As a Strategic Wealth Consultant, you will be responsible for developing and maintaining business relationships with high-net-worth individuals and their families.
Key Responsibilities:- Deeply understanding customers' needs and providing personalized asset allocation suggestions.
- Establishing long-term service relationships through excellent post-investment services.
- Providing professional investment consulting and advisory services to promote product sales and transactions.
To succeed in this role, you will need:
- A bachelor's degree or above.
- Strong interest in the financial industry and wealth management business.
- Retail/personal business experience in the financial industry is preferred.
- Understanding of various financial market products and excellent learning ability.
- Client-oriented with excellent communication skills.
- SFC and/or HKMA license holder.
CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business and strive to create an inclusive workplace that values diverse backgrounds, ideas, and cultures.
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