Responsibilities

• Participate in formulating and executing sales and marketing strategies for holistic wealth management services;
• Thoroughly understand client investment needs and goals;
• Partner with research and product specialist to answer client investment needs;
• Fully utilize Forthright multi asset investment research to assist investors achieve their goals; and
• Take part in ad hoc projects and assignments, if needed.

Requirements

• Diploma or Degree holder in relevant discipline;
• Over 5-year experience in financial/banking industry;
• With Banking and/or IFA and/or Asset Management experience;
• Commission income of last year not less than HKD500,000;
• Outgoing personality, strong communicator and relationship builder;
• Knowledge of investment strategies and genuine interest in wealth accumulation;
• Good team player with excellent interpersonal and communication skills;
• Good command of both written and spoken English and Chinese. Fluency in Putonghua will be an advantage;
• Holder of SFC licences for Type 1 (or have relevent qualifications to obtain SFC licences); and
• Nice to have existing book of clients or target list to work.

For more information about Forthright Financial Holdings Company Limited, please visit  https://www.forthright-sec.com/

We are an equal opportunity employer and welcome applications from all qualified candidates. All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only. The job applicant will assume all or any risks arising out of or in connection with the job application transmission process prior to our actual receipt of the same including but not limited to accidental or unauthorized loss or disclosure of personal information, to which we will not be responsible in any way.

Under the Personal Data (Privacy) Ordinance, you may request access to, and / or correction of your personal data in relation to your application. If you wish to do so, please email to us.

Forthright Financial Holdings Company Limited ("Forthright Financial") is a leading provider of investment and financial trading services for our customers. Established in August 2015, Forthright Financial has rapidly expanded our business with several subsidiaries, such as Forthright Securities, Forthright Asset Management, Forthright Finance, and Forthright Management Services.

Forthright Securities is a Licensed Corporation holding Type 1,2,4,5 RA under Securities & Futures Commission (CE No: BGP713) and is an active participant of HKEX (Participant ID: B02032). With our expertise on the latest Financial Technology (FinTech), Research and Customer Services, we strive to be the “Investment Expert of HK & U.S. Stock”.

To assort with our development, we sincerely invite high caliber candidates to join us for the following position:
 
 
方德金融控股有限公司（“方德金控”）致力為我們的客戶提供領先的投資及金融交易服務。方德金控於2015年8月成立，迅速拓展我們的業務，旗下有方德證券有限公司（“方德證券”）、方德資產管理有限公司、方德財務有限公司、方德管理服務有限公司等公司。

方德證券目前持有香港證券及期貨事務監察委員會（證監會）第1,2,4,5類牌照（中央編號：BGP713），亦為香港聯合交易所的參與者。方德證券擁有專業的金融科技團隊、強大的研究團隊及客服團隊，旨在打造投資者心中的“港美股投資專家”。

為配合我們的發展，我們誠邀高素質的候選人加入我們以下的職位：