Expert Wealth Strategist for High-Net-Worth Clients

16 hours ago


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

Company Overview: CICC is a renowned financial institution dedicated to providing exceptional wealth management services to its esteemed clients.

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Job Summary: We are seeking an expert wealth strategist to join our team in developing and maintaining long-term relationships with high-net-worth individuals, their families, and corporate entities.

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Key Responsibilities:

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  • Deeply understand customers' needs and provide personalized asset allocation suggestions to establish a strong foundation for long-term service relationships.">
  • Develop and execute customized investment plans tailored to each client's unique goals and objectives.">
  • Build and maintain a network of professional contacts within the industry to stay up-to-date on market trends and opportunities.">
  • Work closely with cross-functional teams to deliver exceptional client experiences and promote the company's brand reputation.">
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Requirements:

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Qualifications: To succeed in this role, you will need to possess a Bachelor's degree or higher in a relevant field, such as finance or economics. Additionally, you should have a strong interest in the financial industry and a proven track record of success in retail or personal business settings.

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Preferred Qualifications: A Upright, humble, diligent individual with high moral values; Strong communication skills and fluency in Mandarin, Cantonese, and English is preferred; SFC and/or HKMA license holder is an added advantage.

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What We Offer: At CICC, we believe in nurturing talented individuals who share our passion for delivering exceptional results. As a member of our team, you can expect a dynamic work environment, continuous learning opportunities, and a competitive compensation package that reflects your value to the organization.

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About Us: CICC is a leading financial institution committed to providing innovative solutions and expertise to meet the evolving needs of our clients. Our mission is to build lasting relationships based on trust, respect, and mutual benefit.

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Why Join Us: By joining CICC, you will become part of a vibrant community that values creativity, collaboration, and continuous improvement. We offer a supportive environment where you can grow professionally and personally, and make a meaningful impact on the lives of our clients and stakeholders.



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