Wealth Management Professional
15 hours ago
CICC is a leading investment bank in China, providing innovative solutions to our clients.
Job DescriptionThis role is responsible for fostering business relationships with high-net-worth individuals and their families, as well as corporates. The ideal candidate will possess excellent communication skills and be able to understand client needs and requirements.
- Foster and maintain business relationships with target clients.
- Develop and execute strategies to bring in new clients and assets under management (AUM).
- Provide tailored investment advisory and asset allocation services.
- Offer trading and execution services for 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.
The successful candidate will have:
- Sufficient knowledge of the Chinese and international capital markets, including major investment instruments and CICC's products and services.
- Strong understanding of client investment needs and orientations.
To excel in this role, you will need:
- Excellent client service skills.
- Passion for frontline sales roles and financial markets.
- Effective communication skills.
- Excellent interpersonal skills and team player attitude.
- Highly disciplined and self-motivated individual.
The ideal candidate will have:
- Solid sales experience in banking and finance companies, preferably with direct experience in securities dealing and wealth management.
- A Master's degree in a relevant field, such as an MBA.
- SFC licenses 1 and 4.
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