Private Wealth Advisor(J18371)

CICC

  • Hong Kong
  • Permanent
  • Full-time
  • 10 days ago
工作职责: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.任职资格: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；
7. SFC and/or HKMA license holder;
8. Mandarin, Cantonese and English is preferred.

CICC