• 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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The CMBI Private Wealth Management (PWM) strives to provide comprehensive wealth management products and solutions to wealthy individuals and families. Leveraging our various investment business entities of CMBI such as corporate finance, equity and debt capital markets, fixed income, asset management & brokerage businesses that deliver investment products through equity, fixed income and other alternative investments, our PWM team equips diversified and extensive resources in serving and fulfilling client’s wealth expectation.