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Private Wealth Advisor

中金公司
香港
2天前
  • 需求部门:
    财富管理部
  • 招聘类别:
    社会招聘
  • 发布时间:
    2025-08-25
  • 工作地点:
    香港特别行政区

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.
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