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Client Relationship Manager

YFPWM

  • Company Industries:Others

Job Information

  • Post Date:2024-05-11
  • Location:Tsim Sha Tsui
  • Salary:$27,000 – $40,000 per month
  • Employment Type:Full time
  • Others:HK$ 20000 - HK$ 45000/ month
    Unique business model in Hong Kong
    One of the pioneer Fintech Giant Financial Firm
  • Job Function:Stockbroking  Trading  

Job Description

Job Highlights
HK$ 20000 - HK$ 45000/ month
One of the pioneer Fintech Giant Financial Firm
Excellent Career Path Development

Unique business model in Hong Kong
Job Description
We are a Financial Group listed on the Hong Kong Stock Exchange Main Board, and a pioneer in financial technology. We provide brokerage, investment research, asset management, insurance, employee stock ownership plan administration services and fintech business. Adhering to our "Based in Hong Kong and Connecting China to the World" strategy, we provide comprehensive financial services to individual and institutional investors, as well as corporate clients using the latest online technology. 
 
The subsidiaries of our Group are licensed corporations which are granted a licence to carry on Types 1, 4, 6 and/or 9 regulated activities under the Securities and Futures Ordinance in Hong Kong. We are also authorized by the Insurance Authority to carry on long term insurance business and are one of the Mandatory Provident Fund Schemes Authority approved trustees.
To cope with rapid expansion in the Great China region, we are recruiting capable talent to join us.
 
 
 
Key elements of the job:
       Communicate and keep good relationship with retail client, as a representative of the group
       Assist the sales team to generate revenues, through different campaigns or marketing activities
       Participate in provision of investment and insurance planning and services 
       Candidates will be engaging financial products ranging from, Private Equity, Private Equity Fund, Private Credit, Personal Insurance, Commercial Insurance and Mandatory Provident Fund. 
       Cope with and communicate with different clients ranging from personal clients and corporate clients
The ideal candidate:
       Recognized Degree Holder, in any discipline 
       Passed HKSI Paper 1, 7, 8 & & IIQE 1,3,4, 5 is preferred, or able to show strong interest in Financial Service Industry if without above licenses (on job training will be provided)
       1-3 years working experience 
       Experience in sales, marketing, communications, finance would be an advantage
       Fluent in Cantonese, Mandarin and English 
       Excellent in presentation and team working skills
 
Additional Information
Career Level-Middle
Qualification-Degree
Yr(s) of Exp- 1 year
Employment Type
Full Time, Permanent
Job Function
Banking / Finance > Equities / Capital Markets
Sales, CS & Business Devpt > Business Development
Banking / Finance > Asset Management
Company Overview
Additional Company Information
Industry
Financial Services
Benefits & Others
Education allowance, Life insurance, Medical insurance, Performance bonus

Company Info

YFPWM

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