Senior Wealth Management Director for High Net Worth Clients
10 hours ago
We are seeking a highly skilled and experienced Wealth Management Director to join our team at CICC. This role will be responsible for managing a portfolio of high net worth clients, providing personalized wealth management services, and driving business growth through strategic partnerships.
About the Role:- Lead Client Relationships: Develop and maintain strong relationships with high net worth clients, understanding their financial goals and objectives, and providing tailored investment advice to achieve optimal results.
- Business Growth: Identify new business opportunities and develop strategies to acquire new clients, expand existing client relationships, and increase revenue growth.
- Team Management: Supervise and mentor a team of professionals to ensure excellent client service, effective risk management, and adherence to regulatory requirements.
- Education: Bachelor's degree or higher in Finance, Economics, or a related field.
- Experience: Minimum 5 years of experience in wealth management, with a proven track record of success in client acquisition, relationship management, and business growth.
- Skills: Excellent communication and interpersonal skills, strong analytical and problem-solving abilities, and fluency in both English and Mandarin Chinese.
- Licenses: SFC and/or HKMA licenses required.
The estimated annual salary for this role is around $250,000 - $400,000, depending on experience and qualifications. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.
CICC offers a dynamic and challenging work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, please submit your application.
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