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Team Head, Wealth Management

CASH Financial Services Group Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2020-04-01
  • Career Level:Middle
  • Location:Not Specified
  • Yr(s) of Exp:3 years
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Insurance Agent / Broker

Job Description

Responsibilities

  • Report directly to Managing Director, Wealth Management
  • Build up, lead, manage and train up a team of 2 to 4 frontline sales to achieve business targets in revenue, AUM and customer numbers, etc.
  • Develop and implement business strategies targeting potential clients in Hong Kong and Mainland China
  • Deliver high quality one-stop financial planning and wealth management solutions through face-to-face professional meeting
  • Handle ad hoc projects assigned by management

Requirements

  • Tertiary or university level education, preferably with CFP qualification
  • Qualifications in IIQE (Paper 1, 2, 3, 4 & 5), preferably with SFC license RA1
  • A minimum of 2 to 4 years relevant team building experience in banking, insurance or IFA industry
  • Strong leadership, mature, self-motivated and independent
  • Good command of spoken & written English & Chinese, including Putonghua

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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