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Investment Advisor - CIES (Chinese Client)

Job ref no.: IA - CIES -202408
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Investment Advisor - CIES (Chinese Client)

Jetwin Consulting Company
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Job Highlights

  • •⁠  ⁠香港永久居民 / 持單程證 / 持IANG簽證 / 受養人簽證人士
  • Independent Working Attitude
  • •⁠  提供快捷晉升通道

Responsibilities: 

Provide investment products and investment advice to the affluent public, primarily Chinese clients;

Engage in the streamlining and clarification of processes related to the Capital Investment Entrant Scheme (CIES) in Hong Kong;

Explore business opportunities related to CIES;

Establish or refine internal processes related to the company's systems or services, or any value-added services;

KPI assessment will be based on sales performance.

 

 

Requirements: 

Bachelor's Degree or above from internationally recognized universities, with a preference for graduates in finance-related majors.

Chinese nationality with proficiency in Mandarin;

Relevant work experience in wealth management, with a passion for the wealth management industry;

Sharp-minded, excellent communication skills, strong ability to solve problems and manage complex interactions effectively, and strong sales skills;

Show integrity and a strong sense of responsibility, able to learn fast and present a high level of customer centricity mindset.

More Information

Job ref no.IA - CIES -202408
SalaryN/A (Search your salary info in SalaryCheck)
Benefit
  • 5-day week
  • Competitive pay
  • Flexible working hours
  • Medical plan
Job Function
Work Model
  • On-site / At the workplace
Industry
Experience
  • 2 years - 5 years
Career Level
  • Middle management level
Education
  • Degree
Require to Travel
  • Travel occasionally
Qualifications or Licenses
  • 4
  • 9 Licence will be an advantage
  • SFC 1
Overview

Jetwin Consulting Company is a domestic diversified financial institution with operations in Hong Kong and mainland China. Jetwin passionately expanded the Group from its core business of financial advisory to become a diversified business encompassing a financial business services platform, FinTech, healthcare and retail. Jetwin aims to provide a full suite of product and service offerings as well as committed to serving the needs of both retail and corporate customers.