Responsibilities:

• Develop and broaden the size of AUM in the platform through engaging in sales and client relationship management;
• Acquire new customers and solicit business opportunities by conducting a complete KYC and understanding the financial situations ; expectations of clients;
• Deliver effective communication and understanding with clients to recognize and manage their needs;
• Provide on-going portfolio supervision and make a suitable recommendation or solicitation by applying the market view from in-house research;
• Promote the company value and platform features to clients via face to face meetings, client seminars or marketing events;
• Ensure all selling activates including regulated activities are in compliance with relevant regulatory requirements and internal policies.

Requirements:

• Bachelor degree in Business Administration, Finance, Economics or related discipline is preferred;
• Candidate is expected to possess extensive customer contacts that qualifies for retail and high net worth segment;
• Superior knowledge of investment ; insurance products and financial markets;
• Qualified for registration as a Securities Intermediary (Relevant Individual) and
• Insurance Intermediary (Technical Representative of Insurance Agent);
• Strong analytical skills and solid track record in developing relationships with customers;
• Excellent communication, interpersonal skills and proficient in both spoken and written English, Chinese and Mandarin.

Company Overview:

iFAST Corporation (SGX:AIY) is a global digital banking and wealth management platform headquartered in Singapore, providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, internet companies, multinational companies, as well as retail and high net worth investors in Asia. The Group offers access to over 24,500 investment products including funds, bonds and Singapore Government Securities (SGS), stocks, Exchange Traded Funds (ETFs), insurance products, and services including online discretionary portfolio management services (DPMS), research and investment seminars, financial technology (fintech) solutions, banking, pension administration, investment administration and transactions services. The company is also present in Hong Kong, Malaysia, China and UK.

At iFAST Global Markets HK, we have a range of specially trained teams that can build personal relationships, provide relevant investment proposals as well as make sure your transactions and other demands are made seamlessly.

Join iFAST now and apply through our website.

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