Strategic Financial Advisor

1 month ago


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

We are seeking a highly motivated and experienced Strategic Financial Advisor to join our Wealth Management team at CICC. As a key member of our team, you will be responsible for developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.

About the Role

As a Strategic Financial Advisor, your primary focus will be on providing exceptional client service, delivering tailored investment solutions, and driving business growth. You will work closely with clients to understand their financial needs, goals, and risk tolerance, and provide them with expert advice on asset allocation, investment strategies, and wealth management.

Responsibilities
  1. Develop and maintain strong business relationships with high-net-worth clients, their families, family offices, and corporates.
  2. Provide personalized investment advice and guidance to clients, taking into account their individual circumstances, goals, and risk tolerance.
  3. Conduct thorough research and analysis to identify suitable investment opportunities that meet clients' needs and objectives.
  4. Collaborate with internal teams to deliver comprehensive wealth management solutions, including estate planning, tax optimization, and philanthropy.
Requirements
  • Upright, humble, and diligent with high moral values.
  • Bachelor's degree or above in a relevant field, such as finance, economics, or business.
  • Strong interest in the financial industry and wealth management business.
  • Retail/personal business experience in the financial industry is preferred.
  • Understanding of various financial market products and excellent learning ability.
  • Client-oriented, passionate about sales and the financial industry, with positive and confident communication skills.
  • SFC and/or HKMA license holder.
  • Fluency in Mandarin, Cantonese, and English is preferred.
What We Offer

We offer a competitive salary range of $120,000 - $200,000 per annum, commensurate with experience, plus benefits, including bonuses, stock options, and professional development opportunities. If you are a results-driven, ambitious, and client-focused individual who is passionate about delivering exceptional service, we encourage you to apply.



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