Fundsupermart.com (FSM) is a division within iFAST Financial (HK) Limited which caters to DIY investors. Our mission statement is, “To help investors around the world invest globally and profitably”. From the early days of our business, we have put in considerable efforts to ensure investors and...

Fundsupermart.com (FSM) is a division within iFAST Financial (HK) Limited which caters to DIY investors.  

Our mission statement is, “To help investors around the world invest globally and profitably”. From the early days of our business, we have put in considerable efforts to ensure investors and wealth advisers have the best resources to invest and trade efficiently, with a transparent cost structure with no hidden fees.

We have an open corporate culture with easy access to all levels of management and regular regional collaborations.  We value ideas and reward the best. Join us for an exciting career today!

To find out more about the hiring division, please visit:

Fundsupermart Hong Kong: http://www.fundsupermart.com.hk/ You may also refer to the corporate website for our corporate information and services: iFAST Corporation Ltd:  http://www.ifastcorp.com/

Client Investment Specialist/ Relationship Manager

Job level Entry
Work exp Minimum 1 Year
Education Bachelor Degree
Location
Central
Employment type
Benefits Dental plan, Education subsidies, 5-day week, Insurance plan, Medical plan, Performance bonus, Transportation allowance, Travel allowance
Industry Banking
Job function Banking / Finance > Retail Banking / Branch Banking
Banking / Finance > General / Operations
Banking / Finance > Corporate Finance
Published On 05/10/2018

Client Investment Specialist Team (FSM)

The Client Investment Specialist team (CIS team) is responsible for promoting various investment products and services to the retail clients in fundsupermart.com (FSM) platform, including mutual funds, bonds and the discretionary portfolio management service. We are dedicated to bridging the gap between our in-house research team and clients and helping investors get a better handle on their investments.

Responsibilities:

  • Achieve Individual and team business target;
  • Organize and implement business strategies to achieve given sales and business targets;
  • Develop and maintain clients’ relationship by providing updated market information, in-house research view and professional advices via phone calls and face to face meeting;
  • Handle the enquiries of the walk-in clients, including account opening, cheque deposit, transfer case and usage of our website;
  • Participate in marketing events, seminar and workshop.

Requirements:

  • Bachelor degree in any discipline;
  • Minimum 1 year working experience. Working experience in finance industry will be an advantage;
  • Ambitious with “can-do” mindset are encouraged to apply;
  • Sales and customer-oriented to achieve business target;
  • Good knowledge of investment products especially in mutual funds, stocks and bonds is an advantage;
  • Good command of written and spoken English and Chinese.

Our offer: 

  • Career development prospect;
  • Attractive remuneration;
  • 5-day working week;
  • 21+ days Annual Leave;
  • Medical, Dental, Life Insurance;
  • Performance bonus and shares;
  • Education, sports allowance.

Applicants are invited to email us their resume, qualifications and skills, working experience, and expected salary to the Human Resource Manager at careerhk@ifastfinancial.com.

Our company is an equal opportunities employer and welcome application from all qualified candidates. Information provided will be treated with strict confidential and be used for the purpose of selection only. Applicants who are not invited for interview within 10 weeks may consider their applications unsuccessful. Personal data of unsuccessful applicant will be destroyed within 12 months.