Senior Wealth Management Director for High Net Worth Clients

10 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time
Job Title: Senior Wealth Management Director for High Net Worth Clients

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.
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.
Compensation and Benefits:

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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