About the role
FinEx AI summary
This role involves developing and maintaining relationships with high-net-worth individuals, providing asset allocation advice and investment services, and leveraging CICC's resources to meet client financial needs. Requires a bachelor's degree, interest in wealth management, and relevant experience. SFC/HKMA license and fluency in Mandarin, Cantonese, and English are preferred.
Core skills
Relationship ManagementPrivate Wealth ManagementAsset AllocationInvestment AdvisoryFinancial ProductsClient Services