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Private Wealth Advisor(J18371)

CICC · 香港特别行政区

External listingFull-time8 months ago

About The Role

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.

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

2.Bachelor degree or above;

3.Strong interest in financial industry and wealth management business;

4.Retail/personal business experience in financial industry is preferred;

5.Understanding of various financial market products. Excellent learning ability;

6.Client-oriented, passionate about sales and financial industry. Positive and confident with excellent communication skills;

  1. SFC and/or HKMA license holder;
  2. Mandarin, Cantonese and English is preferred.

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