Financial Advisor for High-Net-Worth Clients
2 months ago
**Company Overview:**
CICC Wealth Management is a renowned team providing high-net-worth clients with an extensive range of financial products and services, covering both domestic and overseas markets.
We offer a comprehensive spectrum of services, including securities trading, investment products, and financing solutions, all supported by our integrated platform and professional research resources.
Our goal is to deliver tailored solutions that meet the diverse needs of our esteemed clients, backed by exceptional customer service and persistent support.
**Job Description:**
As a Financial Advisor for High-Net-Worth Clients, you will play a crucial role in developing and maintaining business relationships with high-net-worth individuals, their families, family offices, and corporates.
Your primary responsibilities will include:
- Developing and nurturing business relationships with target clients, introducing new clients and securing new Assets Under Management (AUM) for the firm.
- Providing expert investment advisory and asset allocation services to cater to the unique needs of our discerning clients.
- Offering trading and execution services for equities, fixed income, foreign exchange, futures, options, mutual funds, hedge funds, private equity funds, and structured products.
- Assisting clients in wealth planning and preservation through various tools and services.
**Requirements and Qualifications:**
To excel in this role, you will require:
- A solid understanding of major international capital markets, investment instruments, and the firm's products and services.
- The ability to comprehend and address the client's investment needs and orientation.
Additionally, we seek individuals with:
- Strong client service skills.
- Passion for front-line sales roles and interest in the financial market.
- Effective communication and interpersonal skills.
- High discipline and self-motivation.
- Proficiency in Mandarin and English.
**Salary and Benefits:**
We offer a highly competitive salary, commensurate with your experience and qualifications, along with a range of benefits designed to support your personal and professional growth. Estimated annual salary: $150,000 - $250,000 depending on location and performance.
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