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中金公司 Hiring! Full Time Private Wealth Director in Hong Kong - Ricebowl

Private Wealth Director

中金公司

Undisclosed

Hong Kong

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Working Location

  • Hong Kong Hong Kong

Job Description

Responsibilities

  • 需求部门:财富管理部
  • 招聘类别:社会招聘
  • 发布时间:2026-08-13
  • 工作地点:香港特别行政区

工作职责:

1. Formulating and implementing the business plan of the private wealth management team according to the overall development strategy of the company and the department; 2. Responsible for the business operation of the private wealth management team, and leading the team to complete the targets issued by the company; 3. Leading the team to expand business, developing channels, improving organizational performance, promoting the company brand, and enhancing the competitiveness of the private wealth management team in the region and industry; 4. Responsible for the training and guidance of private wealth advisers and other members, able to complete team building, enhancing team cohesion and promoting team development; 5. Strictly abiding by the compliance system to prevent and resolve operational risks. 1. 根据公司和部门的整体发展战略,制定并实施私人财富团队的业务计划; 2. 负责私人财富团队的业务运营,带领团队完成公司下达的经营指标; 3. 带领团队拓展业务、开发渠道、提高组织绩效、宣传公司品牌,增强私人财富团队在区域及行业的竞争力; 4. 负责对私人财富顾问及其他成员的培养与指导,能够完成团队搭建,提升团队凝聚力,推动团队发展; 5. 严格遵守合规制度,防范和化解经营风险。

任职资格:

1. Bachelor degree or above; 2. SFC and/or HKMA license holder; 3. Retail/personal business experience in financial industry is preferred; 4. Upright, humble, diligent with high moral values; 5. Strong interest in financial industry and wealth management business; 6. Understanding of various financial market products. Excellent learning ability; 7. Client-oriented, passionate about sales and financial industry. Positive and confident with excellent communication skills; 8. Mandarin, Cantonese and English is preferred. 1. 本科及以上学历; 2. 具备香港证监会及/或金管局认可机构证券从业牌照; 3. 具有金融行业零售/个人业务工作经验优先; 4. 诚信正直、低调谦逊、艰苦奋斗,具备良好的道德品质; 5. 对金融行业及财富管理业务有很强的兴趣; 6. 具备一定的金融产品知识,并具有很强的学习能力; 7. 以客户为中心,对销售及金融行业充满热忱,积极、自信、出色的沟通及交流能力; 8. 精通中文及英文,普通话、粤语及英文三语流利者优先。

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