Senior Wealth Management Director
3 weeks ago
Job Title:
Senior Wealth Management Director - Global Market Expert
At CICC, we are seeking a seasoned Senior Wealth Management Director to lead our team in client development and maintenance. As a key member of our wealth management team, you will be responsible for driving business growth, managing client relationships, and delivering exceptional service.
About the Role:
As a Senior Wealth Management Director, your primary focus will be on building and maintaining strong relationships with high net worth clients. You will work closely with our sales team to identify new business opportunities, develop customized investment strategies, and deliver outstanding client service.
Responsibilities:
- Develop and implement comprehensive investment plans tailored to each client's unique needs and goals.
- Collaborate with cross-functional teams to identify new business opportunities and drive revenue growth.
- Provide exceptional client service, ensuring timely responses to client inquiries and resolving any issues promptly.
- Stay up-to-date with market trends and regulatory changes, applying this knowledge to inform investment decisions and ensure compliance.
- Participate in ongoing training and professional development to enhance skills and stay current with industry best practices.
Requirements:
To be successful in this role, you will require:
- A Bachelor's degree or higher in Finance, Economics, or a related field.
- At least 5 years of experience in wealth management, with a proven track record of success in client development and relationship management.
- Strong knowledge of financial markets, products, and regulations, as well as excellent analytical and problem-solving skills.
- Fluent written and spoken English, with the ability to communicate complex ideas effectively.
- SFC and/or HKMA license holder.
What We Offer:
In return for your expertise and dedication, we offer:
- A competitive salary range of HKD 600,000 - 900,000 per annum, depending on experience.
- Opportunities for career advancement and professional growth within a dynamic and supportive team environment.
- Ongoing training and development programs to enhance your skills and stay current with industry best practices.
- A collaborative and inclusive work culture that values diversity, equity, and inclusion.
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