Strategic Wealth Director for Affluent Clients

2 days ago


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

Company Overview:

CICC, a leading financial institution, is seeking an experienced wealth management professional to join our team as a Strategic Wealth Director. In this role, you will be responsible for managing and growing our affluent client base, driving revenue growth, and delivering exceptional client service.

Job Description:

As a Strategic Wealth Director, you will be responsible for developing and executing strategies to grow our affluent client base, increasing revenue through new business development, and delivering exceptional client service to meet their evolving needs. This includes:

  • Managing a portfolio of high net worth clients, providing tailored investment advice and guidance to ensure their financial goals are met;
  • Developing and executing business plans to drive revenue growth and increase market share;
  • Building and maintaining relationships with key stakeholders, including clients, colleagues, and external partners;
  • Staying up-to-date on market trends, regulatory changes, and industry developments to provide informed advice and guidance to clients;
  • Collaborating with cross-functional teams to identify opportunities for growth and improvement.

Required Skills and Qualifications:

To succeed in this role, you will need:

  • A Bachelor's degree or above in a relevant field, such as finance or economics;
  • At least 5 years of experience in wealth management, with a proven track record of success in growing and managing high net worth client relationships;
  • Strong financial and sales skills, with the ability to communicate complex ideas in a clear and concise manner;
  • Excellent relationship-building and communication skills, with the ability to build trust and rapport with clients at all levels;
  • Fluency in English and Chinese, both written and spoken.

Benefits:

We offer a competitive salary and benefits package, including:

  • A comprehensive bonus structure based on individual and team performance;
  • Opportunities for career advancement and professional development;
  • A dynamic and supportive work environment with a diverse range of colleagues from around the world.


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