Wealth Management - Institutional Wealth Advisor

Responsibilities:

This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understanding client needs and requirements, identifying investment opportunities and provides financial advice to clients.

• Developing and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm;
• Providing investment advisory and asset allocation services;
• Providing trading and execution services for clients on equities, fixed income, foreign exchange, futures and options, mutual funds, hedge funds, PE funds and structured products etc.；
• Assisting clients on wealth planning and preservation through various tools and services；
• Working in a highly dedicated and professional team environment.

Requirements:

• Bachelor degree or above, preferably an MBA degree holder;
• At least 2 years sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles;
• Sufficient knowledge on the Chinese and international capital markets, all major investment instruments and the firm’s products and services;
• Understanding the client’s investment need and orientation;
• Upright, humble, diligent with high moral values；
• Client service driven；
• Passionate for front line sales roles and interested in financial market；
• Effective communicator；
• Excellent interpersonal skills and team player；

Highly disciplined and self-motivator.

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.