Wealth Management Manager /Assistant Wealth Management Manager

CITIC Futures International Company Limited

  • Admiralty, Hong Kong
  • Permanent
  • Full-time
  • 18 days ago
CITIC Futures International Company Limited (CFI) is a wholly owned subsidiary of CITIC Futures Company Limited, one of the largest futures brokerage firm in China.We focus and specialize in providing global futures and options trading services, ranging from all electronic to high-touches, to both overseas and domestic clients. Our vision is to become the premier futures firm globally and also provide comprehensive risk solutions for “going out” Chinese companies and “brought-in” international capital.Job Description1.Assist in formulating and revising policies and procedures for WM business2.Assist in daily operations of WM business, e.g., product on shelf, product analysis and report preparation etc.3.Liaise with regulators and external parties as necessary4.Provide product training and guidance to staffs5.Work with L&C, Risk Management, Operations, and IT in WM business operations6.Coordinate marketing and promotion activities, if needed7.Perform any other ad-hoc duties assignedJob Highlights1.Degree holder or above in Business, Finance, Economics, or related disciplines2.Minimum 2 year working experience, candidate with wealth management operation or sales experience is highly preferred3.Good knowledge in financial products, e.g., equity, future, option, bond, and structure products etc.4.Familiar with industry development (e.g., CIES) and regulatory requirement5.Good connection with product and service provides is advantage6.SFC type 1 and 4 license is desired7.Fluent spoken and written in both English and Chinese (Mandarin)8.Self-starter, ambitious, passionate, hardworking, and able to work under pressure崗位職責1.協助財富管理業務制度與流程的建設與修訂2.協助財富管理業務的日常運作,例如產品上架、分析及報表編制等3.與監管及外部合作方溝通4.對內提供產品培訓和指引5.在財富業務的日常運營中與中後臺部門合作6.安排和協調市場推廣7.執行公司安排的其他工作任職要求1.本科以上學歷,金融、管理、經濟等相關專業2.2年以上工作經驗,有財富管理銷售或運營經營優先3.熟悉境外金融產品,包括證券、期貨、債券和結構化產品等4.熟悉行業動態(例如資本投資者入境計畫)和監管政策,5.熟悉基金公司、銷售平臺及供應商者優先6.需持有香港證監會1、4號代表牌7.熟練的中英文水準,包括普通話8.做事主動熱情、有想法,能在壓力下工作Data collected will be kept strictly confidential and used for recruitment purposes only. Please visit our website http://www.citicsf.com.hk/disclaimer/ for the personal information collection statement.

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