Wealth Management Specialist
1 month ago
CICC is seeking a highly skilled Wealth Management Specialist to join our team.
About the RoleThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. The successful candidate will be able to understand client needs and requirements, identify investment opportunities, and provide financial advice to clients.
Key Responsibilities- Developing and maintaining business relationships with target clients, bringing in new clients and new AUM to the firm.
- Providing investment advisory and asset allocation services.
- Providing trading and execution services for clients on equities, fixed income, foreign exchange, futures, and options, mutual funds, hedge funds, PE funds, and structured products etc.
- Assisting clients on wealth planning and preservation through various tools and services.
The ideal candidate will have sufficient knowledge of the Chinese and international capital markets, all major investment instruments, and CICC's products and services. They will also be able to understand the client's investment needs and orientation.
Requirements- Client service driven.
- Possession of a Master degree in relevant majors, preferably an MBA degree holder.
- SFC license 1 and 4.
- At least 5 years of sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
CICC is a leading investment bank in China, providing a wide range of financial services to clients around the world. Our team is dedicated to delivering exceptional results and building long-term relationships with our clients.
What We Offer- An attractive salary: RMB 800,000 - 1,200,000 per annum (depending on experience).
- A competitive benefits package, including health insurance, retirement plan, and paid time off.
- Ongoing training and professional development opportunities.
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