iGM Investment Advisor (Chinese Clients)
iFAST Financial (HK) Limited
- Company Industries:Others
Job Information
- Post Date:2024-06-02
- Location:Tsim Sha Tsui
- Employment Type:Full time
- Others:Investment Advisor (Chinese Clients)
Present investment products and provide investment advices to clients - Job Function:Financial Planning
Job Description
We are hiring an iGM Investment Advisor (Chinese Clients) for iFAST Global Markets (iGM), a division of iFAST Corporation Ltd., which provides multiple tailored wealth management services. Our team of seasoned advisers and research experts is devoted to meeting our clients' investment needs through comprehensive solutions.
iGM aims at strengthening the transparency in product information, fees, and sales commissions, and financial advisers can provide investment and insurance advice in their client's best interest.
Responsibilities:
- Provide investment products and investment advice to the affluent public, primarily Chinese clients;
- Engage in the streamlining and clarification of processes related to the Capital Investment Entrant Scheme (CIES) in Hong Kong;
- Explore business opportunities related to CIES;
- Establish or refine internal processes related to the company's systems or services, or any value-added services;
- KPI assessment will be based on sales performance.
Requirements:
- Bachelor's Degree or above from internationally recognized universities, with a preference for graduates in finance-related majors.
- Chinese nationality with proficiency in Mandarin;
- Relevant work experience in wealth management, with a passion for the wealth management industry;
- Sharp-minded, excellent communication skills, strong ability to solve problems and manage complex interactions effectively, and strong sales skills;
- Show integrity and a strong sense of responsibility, able to learn fast and present a high level of customer centricity mindset.
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: https://www.fsmone.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 the purpose of 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.
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