Wealth Management Professional

2 months ago


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

CICC is seeking a skilled Wealth Management Professional to develop business relationships with high-net-worth individuals, their families, and corporates.

Key Responsibilities
  • Develop and maintain business relationships with target clients, bringing in new clients and assets under management (AUM) to the firm.
  • Provide investment advisory and asset allocation services to clients.
  • Offer trading and execution services for clients on equities, fixed income, foreign exchange, futures, options, mutual funds, hedge funds, private equity funds, and structured products.
  • Assist clients in wealth planning and preservation through various tools and services.
Requirements
  • Sufficient knowledge of the Chinese and international capital markets, major investment instruments, and the firm's products and services.
  • Understanding of the client's investment needs and orientation.
  • Effective communication and interpersonal skills.
  • Strong discipline and self-motivation.
Qualifications
  • Solid sales experience in banking and finance companies, preferably in securities dealing and wealth management roles.
  • Master's degree in relevant majors, preferably an MBA degree.
  • SFC license 1 and 4.


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