Posted on 2021-10-12
iFAST Financial (HK) Limited

B2B Account Manager (Investment platform)

iFAST Financial (HK) Limited


  • Develop new business with corporate clients (i.e. licensed corporations/ banks/ financial institutions) in using iFAST wealth management FinTech platforms;
  • Build trusted relationships with key accounts and provide service to clients;
  • Know your clients and identify their needs and potentials;
  • Understand multitude of investment products, our B2B services, and the investment and compliance landscape;
  • Organize exclusive online and offline events and seminars for our clients;
  • Highlight and market platform services and FinTech solutions to prospective and existing clients
  • Work on projects and enhancements proactively/as assigned.


  • Bachelor’s degree with strong interest in financial industry;
  • Fresh graduates are welcomed to apply;
  • Having previous experience in financial services/ sales /software marketing will be an advantage;
  • Knowledge of or strong interest in mutual funds and other financial products will be a plus;
  • Good command of written and spoken English, Cantonese and Mandarin;
  • Self-driven, goal-oriented and attentive to details;
  • A people person with strong eagerness to learn.

We offer: 

  • Career development prospect;
  • Attractive remuneration package;
  • 5-day working week;
  • 21+ days Annual Leave;
  • Medical, dental and life insurance;
  • Performance bonus and shares;
  • Staff discount on securities transactions
  • Training, sports allowance.

You are invited to email a comprehensive resume stating job title, academic qualifications and expected salary to The Human Resource Department : [via CTgoodjobs 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.

More job information
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 1 year - 3 years
Career Level
  • Entry level
  • Degree
Require to Travel
  • No travel
  • 5-day week
  • Compassionate leave
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Examination leave
  • Insurance plan
  • Medical plan
  • … + 3 more