Job ref no.: CT3126123-01#1812

Private Wealth Management - Investment Manager (Associate/VP)

CMB International Capital Corporation Limited


Job Description

• Maintain long-term relationship with existing clients, explore and develop new business opportunists with prospect to reach clients' wealth objectives and investment requirements

• Based on the clients' investment expectations and risk indication, work with internal product specialist team to advise clients with suitable wealth management solutions aiming at optimizing clients' wealth objective

• Proactively manage clients' existing portfolios and provide update financial advice to match clients' needs

• Participate in large-scale business development program to promote wealth management business


• Bachelor degree in finance, business administration or related disciplines

• At least 5 years’ private wealth management experience in sizable financial institutions with HK and PRC coverage

• Sound knowledge of common investment products and high sense in compliance control

• Excellent analytical, communication and interpersonal skills

• Strong organization skills and attention to detail

• A mature and good team player

• Professional proficiency in both English and Mandarin are mandatory

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More job information
Job ref no. CT3126123-01#1812
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree