Private Wealth Advisor(J18371)

职位描述

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.

任职要求

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.