Job Description:
CICC Wealth Management team provides high-net-worth clients with a broad spectrum of financial products and services covering domestic and overseas market, including securities trading, various investment and financing products. With the support of CICC's integrated platform, professional research and full market allocation resources, the Wealth Management team is able to meet clients' comprehensive needs by means of persistent customer services and one-stop tailor-made solutions.
Job Scope: This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but not limited to: Develop and maintaining business relationship with target clients, bringing in new clients and new AUM to the firm. Provide i...