Investment Consultant

Responsibilities

• Help sales team to formulate and execute marketing strategies based on the latest stock market trends to improve conversion rates among target users;
• Establish or refine internal processes related to the company's systems or services, or any value-added services;
• Support financial advisors both within China and abroad in achieving sales targets;
• Craft marketing copy, promotional videos, audio scripts, and landing page content in line with company’s marketing plans;
• Keep abreast of market information and maintain a deep understanding of financial markets to keep up with marketing trends;
• Regularly organise promotional and market events to generate leads and opportunities for iFAST globally.

Requirements

• Bachelor Degree or above from internationally recognised universities, with a preference for graduates in finance-related majors;
• Proficiency in Mandarin to serve Chinese clients;
• Relevant work experience in wealth management, with a passion for the wealth management industry;
• Sharp-minded, excellent communication skills, strong ability to solve problems and manage complex interaction effectively, and strong sales skills;
• Show integrity and a strong sense of responsibility, able to learn fast and present high level of customer centricity mindset.