Wealth Management Professional
2 months ago
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.
- 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.
- 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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