Customer Relationship Manager

Forthright Securities (方德證券) is a Hong Kong-licensed internet brokerage firm established in August 2015. It operates as a subsidiary of the HKEX-listed financial tech group JF SmartInvestment Holdings Limited (9636.HK) and specializes in providing global asset allocation services powered by artificial intelligence and professional investment advisory.

Responsibilities :

• Service and maintenance of existing clients, initiating and promoting active client trading;

• Conversion and service of new clients, providing investor education services to new investors and assisting clients in resolving investment issues;

• Acquire precise Hong Kong and US stock investment clients for the company through cooperation with Hong Kong channels. Explore and expand overseas channel resources with existing or potential Hong Kong and US stock investment clients, including but not limited to: online self-media, investment KOLs, offline same/different industry collaborations, etc.;

• Maintain keen insight into market changes in the financial market, collect industry dynamics and market information, and provide information support for business decisions.

Requirements :

• Bachelor's degree or above, at least 1 year of relevant work experience, excellent fresh graduates with strong academic background will be considered;

• Fluent in Cantonese as a working language;

• Priority will be given to candidates with client sales/service background in the finance or securities industry;

• Strong learning ability, strong business negotiation and resource development skills;

• Strong sense of purpose, self-motivation, strong stress resistance and teamwork spirit.

• Holder of SFC Type 1 Licence or HKSI Paper 1 Preferred.