Institutional Wealth Advisor - Wealth Management

About the Role

The Wealth Management division at CICC offers a comprehensive range of financial products and services tailored to high-net-worth individuals, their families, family offices, and corporate clients. Leveraging CICC’s integrated platform, expert research, and extensive market resources, the team delivers personalized, one-stop solutions to fulfill diverse investment and financing needs across domestic and international markets.

Key Responsibilities

• Build and nurture strong business relationships with targeted clients, expanding the client base and assets under management (AUM).
• Offer investment advisory services, including asset allocation planning that aligns with client objectives.
• Facilitate trading and execution across multiple instruments such as equities, fixed income, foreign exchange, derivatives, mutual funds, hedge funds, private equity funds, and structured products.
• Assist clients in wealth preservation and planning through tailored strategies and available financial tools.
• Collaborate within a highly professional and committed team environment to deliver superior client service.

Required Knowledge and Skills

• Comprehensive understanding of major international capital markets, investment products, and CICC's offerings.
• Ability to assess and understand clients' investment needs and risk profiles.
• A strong client service orientation combined with enthusiasm for frontline sales and financial markets.
• Excellent communication and interpersonal abilities, fostering teamwork and client trust.
• Self-motivated with high discipline to manage responsibilities effectively.
• Proficiency in Mandarin is advantageous for engaging Chinese clients and stakeholders.

Qualifications

• Proven sales experience within banking or finance sectors, with direct exposure to securities dealing and wealth management preferred.
• Bachelor’s degree in a related field; possessing an MBA is considered an asset.
• Relevant professional licenses are required.

Additional Information

CICC is dedicated to promoting equity and diversity at every level of employment, from recruitment to career growth. The company fosters an inclusive culture embracing diverse backgrounds and perspectives, empowering employees to contribute meaningfully to its success and innovation. Equal employment opportunity is provided without regard to race, ethnicity, gender, age, disability, or other protected characteristics. This job summary outlines the general duties and qualifications expected and may not encompass all role requirements.