Expert Financial Advisor
2 months ago
Job Overview:
">CICC is seeking an experienced and ambitious financial professional to join our team as a Private Wealth Advisor. As a key member of our wealth management department, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.
">About the Role:
">As a Private Wealth Advisor, you will play a critical role in delivering exceptional client service and providing tailored investment advice to meet the diverse financial needs of our clients. You will be expected to build strong relationships with our clients, understand their needs, and provide personalized solutions to help them achieve their financial goals.
">Key Responsibilities:
">- ">
- Develop and maintain business relationships with high-net-worth individuals, their families, family offices, and corporates">
- Provide professional asset allocation suggestions and deliver excellent post-investment services to establish long-term relationships with clients">
- Promote product sales and transactions through effective investment consulting and advisory services">
- Leverage CICC's unique resources to meet clients' diversified financial needs">
Requirements:
">To succeed in this role, you will need to possess the following skills and qualifications:
">- ">
- Bachelor's degree or above in a relevant field">
- Strong interest in the financial industry and wealth management business">
- Retail/personal business experience in the financial industry is preferred">
- Understanding of various financial market products and excellent learning ability">
- Client-oriented, passionate about sales and finance, positive and confident with excellent communication skills">
- SFC and/or HKMA license holder">
- Fluency in Mandarin, Cantonese, and English is preferred">
Salary and Benefits:
">The estimated salary range for this position is between HK$80,000 to HK$120,000 per annum, depending on experience and qualifications. In addition to a competitive salary, we offer a range of benefits including opportunities for career growth and development, a comprehensive bonus scheme, and a supportive work environment.
">What We Offer:
">CICC offers a dynamic and challenging work environment that provides opportunities for professional growth and development. As a leading financial institution, we are committed to attracting and retaining top talent and investing in our employees' success.
">Why Join Us:
">If you are a motivated and ambitious individual with a passion for wealth management and a desire to make a difference, then we encourage you to apply for this exciting opportunity.
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