Relationship Manager, Wealth Management(Basic Salary and offer client's list)
CASH Financial Services Group Limited
- Company Industries:Financial Services
Job Information
- Post Date:2020-04-01
- Career Level:Entry Level
- Location:Not Specified
- Qualification:Degree
- Salary:Salary provided
- Employment Type:Full Time, Permanent
- Job Function:Insurance Agent / Broker
Job Description
Responsibilities
- Handle different needs of Ultra High Net-Worth clients from both Hong Kong and Mainland China
- Deliver tailor-made financial planning solutions to the client by leveraging successfully on our key capabilities whist maximizing return on capital
- Conduct customer needs activity planning and wealth management so as to improve customer satisfaction within investment, insurance and non-regulated services
- Provide efficient and high quality professional services and ensure a consistent delivery of good service standards and proposition
- Handle ad hoc projects assigned by Supervisor
Requirements
- Degree in Finance, Accounting, Economics or related discipline
- 2 years working experience, with exposure in banking, finance and service preferred, fresh graduate with Master degree is also welcome
- Mature, positive, self-motivated professionals with excellent interpersonal skills
- Strong personal credibility in establishing business relationships with clients from both Hong Kong and Mainland China
- Possess investment and insurance licenses; Possession of CFP / CFA / HKRFP qualification is an added advantage
- Good command of written and spoken English and Chinese (Cantonese and Mandarin)
Please apply in confidence with full resume, current and expected salary to the Human Resources Department, CASH Financial Services Group Limited, 22/F., Manhattan Place, 23 Wang Tai Road, Kowloon Bay or clicking below "Apply" button.
The information provided will be used for selection purpose only. All information of unsuccessful applicants will be destroyed within six months.
Company Info
CASH Financial Services Group (“CFSG”, SEHK:510) is a leading financial services conglomerate in Hong Kong engaged in a comprehensive range of financial products and quality services comprising mobile trading, premium brokerage services, investment
banking, corporate financial advisory, wealth and asset management, etc. As a leading technology-focused financial services provider, coupled with our professional human talents, CFSG is committed to operating the state-of-the-art trading platform for our
clients to trade anytime, anywhere, and borderless.
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