Financial Services Professional
7 hours ago
About CICC
">CICC is a leading financial services institution dedicated to providing professional and compliant wealth management solutions. Our team of experienced professionals is committed to helping clients achieve their financial goals.
">Job Overview
">We are seeking a highly motivated and skilled Financial Services Professional to join our team. The successful candidate will be responsible for providing exceptional client service, managing client relationships, and developing business opportunities.
">Key Responsibilities
">1. **Client Service**: Provide professional and compliant suggestions to clients to help them manage their wealth and assets effectively. Ensure that clients' needs are fully understood and met through standard business actions.
">2. **Market Analysis**: Keep track of global market trends and major events to understand the current selling points and business strategy. Participate in internal/external training and online/offline marketing activities to improve professional and client service abilities.
">3. **Performance Management**: Focus on clients daily service to provide professional and compliant suggestions, make sure clients' wealth management and asset allocation needs be fully harnessed on the basis of the appropriate principle.
">4. **Team Collaboration**: Participate in internal training and actively contribute to team collaboration to enhance professional and client service ability improvement.
">Requirements
">To succeed in this role, you will need:
">1. **Education**: Bachelor degree or above in Finance or related field.
">2. **Experience**: 2-3 years of wealth management experience with solid financial ability and understanding of different financial market products.
">3. **Skills**: Honest, positive, able to work under pressure, strong client service and learning abilities, with a decent self-motivation and team work spirits.
">4. **Language**: Fluent written and spoken both Chinese and English. Candidate good at Mandarin, Cantonese and English preferred.
">5. **Licenses**: SFC and/or HKMA license holder.
">Benefits
">We offer a competitive salary package, opportunities for career growth and development, and a dynamic work environment.
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