Wealth Management Professional

1 week ago


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

At CICC, we are seeking a highly skilled Wealth Management Professional to join our team. As a key member of our wealth management division, you will play a critical role in helping clients achieve their financial goals.

The ideal candidate will have 2-3 years of experience in the wealth management industry, with a strong understanding of various financial market products and excellent communication skills. A Bachelor's degree in Finance or a related field is preferred.

Your primary responsibility will be to provide professional advice to clients on wealth management and asset allocation strategies. You will work closely with clients to understand their financial objectives and develop personalized solutions to help them achieve success.

To excel in this role, you must be able to work effectively under pressure, maintain a high level of professionalism, and demonstrate a strong commitment to client service. Fluency in both Chinese and English is required, with Cantonese and Mandarin proficiency being an added advantage.

In addition to your exceptional technical skills and experience, you will need to possess a valid SFC and/or HKMA license. If you are a motivated and results-driven individual who is passionate about delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.

Estimated salary: HKD 600,000 - 800,000 per annum.



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