Securities Client Manager (KY-QE4M)
Kaiyiee Global TalentJob Description
Why Join Us? Backed by a leading Hong Kong internet broker's extensive marketing campaigns across digital and offline channels, this role comes with a steady stream of high-quality client leads. You can focus entirely on delivering professional investment advisory services and converting opportunities, without the pressure of cold calling or self-sourcing clients. What You'll Do: Act as the primary point of contact for securities clients acquired through various channels. Provide professional consultation on securities trading, market trends, and a comprehensive product suite (HK/US stocks, quantitative strategies, AI-driven advisory tools). Assist clients with account opening procedures and maintain strong relationships to ensure high satisfaction. Achieve individual targets related to account acquisition, asset intake, and trading activity. What We're Looking For: Licensing: Must hold a valid HK SFC Type 1 License, or have passed the relevant HKSI exams (e.g., LE Paper 1 & 7). Language: Fluent in Cantonese is a must for effective client communication. Background: Bachelor’s degree or above is preferred (Associate Degree/Diploma will also be considered). Experience in the securities or financial industry is a plus. Mindset: Strong sales awareness and ability to thrive in a fast-paced environment. What We Offer: Competitive base salary + attractive performance-based bonus. A supportive environment to continuously enhance your professional advisory capabilities.