Job ref no.: CT3118733-01#0053
iFAST Financial (HK) Limited

Client Investment Specialist/ Relationship Manager

iFAST Financial (HK) Limited

  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Insurance plan
  • Medical plan

Client Investment Specialist Team (FSM)

The Client Investment Specialist team (CIS team) is responsible for promoting various investment products and services to the retail clients in (FSM) platform, including mutual funds, bonds and the discretionary portfolio management service. We are dedicated to bridging the gap between our in-house research team and clients and helping investors get a better handle on their investments.


  • Achieve Individual and team business target;
  • Organize and implement business strategies to achieve given sales and business targets;
  • Develop and maintain clients’ relationship by providing updated market information, in-house research view and professional advices via phone calls and face to face meeting;
  • Handle the enquiries of the walk-in clients, including account opening, cheque deposit, transfer case and usage of our website;
  • Participate in marketing events, seminar and workshop.


  • Bachelor degree in any discipline;
  • Minimum 1 year working experience. Working experience in finance industry will be an advantage;
  • Ambitious with “can-do" mindset are encouraged to apply;
  • Sales and customer-oriented to achieve business target;
  • Good knowledge of investment products especially in mutual funds, stocks and bonds is an advantage;
  • Good command of written and spoken English and Chinese.

Our offer:

  • Career development prospect;
  • Attractive remuneration;
  • 5-day working week;
  • 21+ days Annual Leave;
  • Medical, Dental, Life Insurance;
  • Performance bonus and shares;
  • Education, sports allowance. 

Interested parties please send your full resume by clicking 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 ref no. CT3118733-01#0053
  • N/A
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 1 year - 6 years
Career Level
  • Entry level
  • Degree