Wealth Management Consultant

2 months ago


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

CICC Wealth Management Opportunity


At CICC, we are seeking an experienced Wealth Management Consultant to join our team. This is a unique opportunity to develop business relationships with high-net-worth individuals, their families, and corporates.


About the Role


The successful candidate will be responsible for understanding client needs and requirements, identifying investment opportunities, and providing financial advice to clients.


Key Responsibilities



  • Develop and maintain business relationships with target clients, bringing in new clients and new Assets Under Management (AUM) to the firm.
  • Provide investment advisory and asset allocation services.
  • Offer trading and execution services for clients on equities, fixed income, foreign exchange, futures, options, mutual funds, hedge funds, private equity funds, and structured products.
  • Assist clients on wealth planning and preservation through various tools and services.
  • Work in a highly dedicated and professional team environment.

Requirements



  • Sufficient knowledge of the Chinese and international capital markets, all major investment instruments, and the firm's products and services.
  • Understanding of the client's investment needs and orientation.
  • Client service-driven approach.
  • Possession of SFC license 1 and 4.
  • Master's degree in a relevant major or equivalent experience.

Benefits


We offer a competitive salary package including:


$120,000 - $180,000 per annum, commensurate with experience.


A comprehensive benefits package.


Ongoing training and development opportunities.


Location


This role is based in Hong Kong.


Contact Information


Please submit your application, including your resume and cover letter, to us via email.



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