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Senior Manager, Wealth Management

Job Information

  • Post Date:2017-06-15
  • Career Level:Senior
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Financial Services  Dealing & Trading  Equities / Capital Markets  

Job Description

Responsibilities

  • Promote brokerage business with a view to acquire new wealth management clients and achieve synergies with CITIC Group companies.
  • Maintain good relationship with existing clients
  • Develop business for wealth management clients in generating revenue through secondary and primary broking activities.Scope of work includes account opening,CDD&KYC, as well as ad-hoc projects.
  • Provide trading and dealing services, including HK and overseas equities, fixed income, futures, commodities and enlisted 3rd party products
  • Participate in internal and external business development activities
  • Support Wealth Management team to promote company’s professional image
  • Possess strong integrity, compliance sense, willingness to learn and progress

 

Requirements

  • Degree holder in finance or related disciplines.
  • Min 5 years’ experience in HNW/institutional equity sales with proven track record.
  • Attained relevant SFC licenses for carrying out Type 1 & Type 2 regulated activities.
  • Result-oriented with strong initiative and drive to succeed.
  • Customer-focused and able to work under pressure.
  • Excellent communication, interpersonal and relationship management skills.
  • Good command of written and spoken English and Chinese (including Putonghua).

Candidates with more or less experience will be considered for another junior or senior roles

 

Please send your application with full resume (including current salary and reference no.) by mail to the Human Resources Department, CITIC Securities International Company Limited, 26/F, CITIC Tower, 1 Tim Mei Avenue, Central, HK, or by clicking the "APPLY NOW" button below. All applications will be treated in the strictest confidence.  Personal data collected will be used for recruitment purposes only. Applicants not invited for an interview within 6 weeks from the date of this posting may consider their applications unsuccessful and their applications will be destroyed after 3 months.  You may request access to and/or correction of your personal data by sending your request/updated resume upon written request to the Data Protection Officer of Human Resources Department.

For further information on our Company, please visit our website: www.citics.com.hk

 

Company Info

CITIC Securities International Company Limited is a wholly-owned subsidiary of CITIC Securities Company Limited – China’s first full-service investment bank to have its A shares (SSE:600030) listed on the Shanghai Stock Exchange (SSE) and H shares (SEHK:6030) listed on the Main Board of The Stock Exchange of Hong Kong Limited (SEHK). CITIC Securities International is also the parent company of CLSA which has presence across 21 cities in Asia, Europe and the US. We together with CLSA offer wide range of financial services and products to a large and diverse client base that includes financial institutions, corporations and individuals.  Our vision is to become a leading China-focused capital markets service and solution provider. We invite high caliber talents to join us.

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