Private Wealth Advisor - Wealth Management

Job Description

• Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates.
• Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship.
• Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction.
• Making full use of CICC's unique resources to meet customers' diversified financial needs.

Qualification

• Upright, humble, diligent with high moral values.
• Bachelor degree or above;
• Strong interest in financial industry and wealth management business;
• Retail/personal business experience in financial industry is preferred;
• Understanding of various financial market products. Excellent learning ability;
• Client-oriented, passionate about sales and financial industry. Positive and confident with excellent communication skills;
• SFC and/or HKMA license holderï¼›
• Fluency in Mandarin, Cantonese and English is preferred.

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