Senior Financial Services Manager

3 days ago


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

Job Description

We are seeking a highly skilled and experienced Wealth Manager to join our team. As a Senior Financial Services Manager, you will be responsible for providing expert advice on investment products and services to clients.

About the Role

As a Senior Financial Services Manager, you will:

  • Collect and analyze market product offerings and promotional materials to stay up-to-date with industry developments.
  • Collaborate with internal teams to enhance and update product lines.
  • Create marketing materials to promote financial services.
  • Organize marketing plans, promotion activities, and customer/staff events.
  • Provide product support for sales teams.
  • Prepare data statistics and business analysis reports.
  • Improve digital operation capabilities.
  • Assist with other ad-hoc projects as needed.

Requirements

To succeed in this role, you will need:

  • A bachelor's degree or higher in finance, science, or engineering (interdisciplinary background is an advantage).
  • Excellent logical thinking skills, strong sense of responsibility, meticulous work habits, excellent communication skills, and familiarity with Hong Kong/Luxembourg/Cayman/US vehicle and regulatory requirements (preferred).
  • 2-3 years of experience in investment products (internship or full-time).
  • Strong data analysis and project management skills, ability to work under pressure, and multitask efficiently.
  • Fluency in English (listening, speaking, reading, and writing) and Cantonese/Mandarin (listening, speaking, reading, and writing).

Benefits

CICC offers a competitive salary package, opportunities for professional growth and development, and a dynamic work environment that values diversity and inclusivity.



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