Private Wealth Advisor(J18371)

中金公司| 香港特别行政
社招本科
发布于 2025-12-07

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.

相关职位推荐