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.