【2026】Private Wealth Advisor (J18417)

Description: 1.Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates. 2.Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship. 3.Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction. 4.Maki

CICC - Hong Kong - Full time

Salary: Competitive

Description:

1.Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates.

2.Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship.

3.Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction.

4.Making full use of CICC's unique resources to meet customers' diversified financial needs.

Qualifications:

1.Upright, humble, diligent with high moral values.

2.Master degree or above, major in Finance, Economics, Finance or related,MBA graduates from universities at home and abroad are preferred.

3.Steady financial professional ability, strong interest in wealth management industry, and general understanding of various financial market products.

4.Excellent communication skills and learning ability, able to work under pressure.

5.Internship experience in banking, security is preferred.

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICCs responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

23203860
Ad