Global Fintech Institution-Private Sales

Hong Kong Permanent
  • Fast paced working environment
  • Online trading platform and investment services

About Our Client

Our client is a well-established online investment trading institution. They have been set up for 25+ years with 800,000 active users globally. It provides different investment products across global markets. To expand their business in HK, they are now looking for Private Sales who is energetic and aggressive with client servicing experience/ sales track record in the financial institution.

Job Description

  • Make cold calls to expand new or potential client base and prompt follow up with clients
  • Bring in and maintain relationships with individual clients, especially high-net-worth clients
  • Contact new and existing customers to discuss investment needs
  • Attend company's business events and seminars

The Successful Applicant

  • University degree or above with at least 2-3 years experience of customer service/ client-facing in the financial institution
  • Holder of SFC Type 1,2 and 3 or willing to take the exam right after on board
  • Excellent command of written and spoken English, Cantonese and/or Mandarin
  • Customer service-oriented, confident and ambitious
  • Strong product knowledge in FX, Futures, Options, Stocks, Bonds

What's on Offer

  • Annual Leave: 20 Days
  • Stable work hour (Mon-Fri; 9:00am-6:00pm)
  • Excellent work location
  • Medical insurance
  • MPF
Joanie Lau
Quote job ref
Phone number
+852 3602 2458

Job summary

Banking & Financial Services
Sales & Trading
What is your area of specialisation?
Financial Services
Hong Kong
Job Type:
Consultant name
Joanie Lau
Consultant phone
+852 3602 2458
Job Reference