Client Investment Specialist (Financial Services)

iFAST Financial (HK) Limited

Job title: Client Investment Specialist (Financial Services)

Company: iFAST Financial (HK) Limited


Job description: About iFAST Financial (HK) Limited:iFAST Financial (HK) Limited (iFAST Hong Kong) is a subsidiary of iFAST Corporation Ltd., listed on Singapore’s SGX-ST Mainboard. We are a global digital banking and wealth management Fintech platform providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, internet companies, multinational companies, and retail and high-net-worth investors in Asia.Our mission statement is “To help investors worldwide invest globally and profitably”. We believe in creating a corporate environment that is highly open and receptive. At iFAST Hong Kong, we give our employees sufficient opportunities to shine and excel in their areas of work.Job Overview:As a Client Investment Specialist , you will be responsible for developing and maintaining client relationships while implementing effective business strategies to attract inflow and achieve growth in sales. This is an entry-level sales position with excellent growth opportunities for candidates with a minimum of 1 year of front-line experience.Responsibilities:

  • Develop and implement effective business strategies to attract inflow and drive growth in sales.
  • Build and maintain strong relationships with clients, ensuring their expectations are met or managed.
  • Handle inquiries from walk-in clients, including account opening, cheque deposits, transfer cases, and website usage.
  • Actively participate in marketing events, seminars, and workshops to highlight and introduce the services and products including various asset classes, portfolios, and securities.

Requirements:

  • Bachelor’s degree in any discipline.
  • Minimum of 1-2 years working experience. Previous experience in sales or relationship management within the financial industry will be an advantage.
  • Strong sales and customer-oriented mindset.
  • Good knowledge of or strong interest in investment products.

Our offer:

  • Career development prospect;
  • 21+ days Annual Leave;
  • Medical, Dental, Life Insurance;
  • Performance bonus and Performance Shares;
  • Education and Sports Allowance.

To find out more about the businesses of iFAST Hong Kong, please visit:iFAST Central: http://www.ifastfinancial.com.hk/iFAST Global Prestige: http://www.ifastgp.com.hk/FSMOne: http://www.fundsupermart.com.hk/iFAST Global Markets: http://www.ifastgm.com.hk/iFAST ePension Services: https://www.ifastepension.com.hk/Our company is an equal opportunities employer and welcomes applications from all qualified candidates. Information provided will be treated with strict confidentiality and be used for selection only. Applicants who are not invited for an interview within 10 weeks may consider their applications unsuccessful. The personal data of unsuccessful applicants will be destroyed within 12 months.All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Expected salary:

Location: Tsim Sha Tsui, Hong Kong

Job date: Sun, 05 Jan 2025 08:30:47 GMT

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