锦鲤求职锦鲤求职

中金公司

Private Wealth Advisor(J18371)

  • 社招
  • 中国香港
  • 本科及以上
  • 金融销售
  • 发布于 2026-08-13
原岗位链接 ↗

岗位描述

岗位职责
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.

岗位要求
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.

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