iFAST Financial (HK) Limited is the Hong Kong subsidiary of SGX-ST Mainboard-listed iFAST Corporation Ltd. (iFAST Corp), an Internet-based investment products distribution platform. Incorporated in the year 2000 in Singapore, iFAST Corp is present in Hong Kong, Malaysia and China. Our B2C business division,...
iFAST Financial (HK) Limited is the Hong Kong subsidiary of SGX-ST Mainboard-listed iFAST Corporation Ltd. (iFAST Corp), an Internet-based investment products distribution platform. Incorporated in the year 2000 in Singapore, iFAST Corp is present in Hong Kong, Malaysia and China. Our B2C business division, Fundsupermart.com (FSM), caters to DIY investors and our B2B division, iFAST, caters to over 150 banks, financial advisory (FA) companies and financial institutions.

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.

Our emphasis on providing top-notch technology has played a big role in the launch of our award-winning websites and mobile applications – and our belief that it is important to create an environment where our employees have the freedom and incentive to constantly innovate.

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!

iFAST Financial (HK) Ltd: http://www.ifastfinancial.com.hk/

Fundsupermart Hong Kong: http://www.ifastfinancial.com.hk/

iFAST Platform Services (HK) Ltd: http://www.ifastfinancial.com.hk/

iFAST Corporation Ltd: http://www.ifastfinancial.com.hk/

Client Investment Specialist/ Relationship Manager

Job level Entry
Work exp Minimum 1 Year
Education Bachelor Degree
Language Chinese - Cantonese, Chinese - Mandarin, English
Location
Central
Employment type Full Time
Benefits 5-day week, Insurance plan, Performance bonus
Industry Financial Services
Job function Accounting > Financial Analyst
Banking / Finance > Account / Relationship Management
Banking / Finance > Retail Banking / Branch Banking
Published On 04/12/2018

 

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. 

 

 

Interested parties please send your full resume by clicking [ ].

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.