Wealth Management Director

3 weeks ago


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

We are seeking a highly skilled and experienced Wealth Management Director to join our team at CICC. As a key member of our wealth management team, you will be responsible for leading and managing a team of client development and maintenance professionals, driving business growth, and delivering exceptional client service.

Key Responsibilities
  1. Develop and implement strategies to achieve personal and team performance targets, balancing process management, client base, and revenue indicators.
  2. Lead and manage a team of professionals to drive client development and maintenance, bringing in new assets under management (AUM) and revenue to the firm.
  3. Stay up-to-date with global market trends and major events, understanding the current selling points and business strategy, and maintain target clients to achieve both personal and team performance goals.
  4. Provide professional and compliant suggestions to clients, ensuring their wealth management and asset allocation needs are fully harnessed based on appropriate principles.
  5. Participate in internal and external training, online and offline marketing activities to enhance professional and client service abilities.
Requirements
  1. Bachelor's degree or above in finance or a related field.
  2. At least 5 years of wealth management experience with solid financial and sales ability, strong interest in the wealth management industry, and understanding of different financial market products.
  3. Honest, positive, able to work under pressure, strong client service and learning abilities, with decent self-motivation and teamwork spirits.
  4. Fluent written and spoken Chinese and English.
  5. SFC and/or HKMA license holder.


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