Team Head, Wealth Management
CASH Financial Services Group Limited
- Company Industries:Financial Services
Job Information
- Post Date:2020-04-06
- 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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