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...
   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.fundsupermart.com.hk/ iFAST Platform Services (HK) Ltd:  http://www.ifastgp.com.hk/ iFAST Corporation Ltd: http://www.ifastcorp.com/    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

Client Specialist, Wealth Management (Relationship Manager / CS)

Job level Entry
Education Bachelor Degree
Location
Central
Employment type Full Time
Benefits Dental plan, Education subsidies, 5-day week, Insurance plan, Medical plan, Performance bonus, Transportation allowance, Travel allowance
Industry Financial Services
Job function Banking / Finance > Others
Sales / Business Development / Customer Service > Business Development
Sales / Business Development / Customer Service > Account Servicing
Published On 24/03/2018

Responsibilities:

  • Respond to inquiries of clients and in-house Relationship Managers, assist in account opening and advisory process;
  • Provide updated market information, in-house research view and professional advices via phone calls and face to face meeting;
  • Collaborate effectively with in-house Relationship Managers and Customer Services team to successfully support growth targets
  • Participate in marketing events, seminar and workshop;
  • Perform any ad hoc projects as assigned.

Requirements:

  • Bachelor degree in any discipline;
  • Ambitious fresh graduates with “can-do” mindset are encouraged to apply;
  • Good command of written and spoken English, Cantonese and Mandarin;
  • Candidate with current SFC type 1, 4 licenses and / or insurance licenses is an advantage.

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 "APPLY NOW".

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.