Senior Financial Advisor

3 days ago


Hong Kong, Central and Western District, Hong Kong SAR China CCB International (Holdings) Limited Full time
Senior Financial Role – Wealth Investment Services

Join our team as a Senior Financial Advisor and take advantage of this exciting opportunity in wealth management.

About the Job:

  • Design and execute investment strategies tailored to clients' financial objectives and risk appetites.
  • Establish and maintain robust relationships with clients through regular communication and portfolio updates.
  • Promote a variety of financial products and services to drive business growth.
  • Stay current with market developments and provide expert investment advice to clients.

Requirements and Qualifications:

  • Bachelor's degree in a relevant field, such as Economics, Finance, or Business Administration.
  • At least 7 years of experience in wealth management, private banking, or a related field.
  • Excellent communication skills in English and Chinese.
  • Ability to thrive in a fast-paced environment and manage multiple projects concurrently.
  • Familiarity with SFC regulations.

Why Join Us: A collaborative work environment, opportunities for professional development, and the chance to make a significant impact in the wealth management industry.


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