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Managing Director, Premium Brokerage

CASH Financial Services Group Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2025-12-08
  • Location:Kowloon Bay, Kwun Tong District
  • Qualification:University degree
  • Employment Type:Full time
  • Job Function:Direct Sales

Job Description

Job Responsibilities

The ideal candidate will be responsible for cross-functional collaboration to manage and direct all aspects of CFSG business, including:

  • creating sales opportunities to achieve business goals/KPIs and collaborating with cross-divisional sales team and product-specialists to identify additional revenue streams;

  • orchestrating all aspects of sales strategy for CFSG, including developing strategic business plans that expand the customer base and ensure CFSG maintains a strong presence in the industry;

  • proposing new initiatives to attract prospects and convert leads and experimenting with new methods to capture current demand in the market;

  • identifying, developing & optimizing growth channels to drive revenue growth;

  • designing a performance-driven incentive scheme/structure to encourage, inspire and reward salespeople for their achievements effectively;

  • formulating sales and marketing plans and leading strategic implementation of activities that drives conversions, enhances the company's brand, enriches personalized experience for customers, promotes service quality, customer loyalty, satisfaction, and engagement;

  • promoting and reinforcing our tech-driven trading services and platform, e.g. Alpha i trading application in order to generate sales lead & acquire new clients;

  • handling other projects assigned by top management.

Job Requirements

  • University degree or equivalent- qualifications in IIQE/HKSI/MPF/CFP/CM will be preferred;

  • Proven track record in growing customer portfolio, driving sales, meeting and exceeding targets;

  • Ability to team up with cross-divisional specialists in facilitating potential cross-selling/upselling opportunities

  • proactive, mature, independent, customer-focused, result-oriented with problem-solving attitude;

  • Excellent communication and negotiation skills;

  • Ability to travel abroad for business development will be a definite advantage.


Please apply in confidence with full resume, current and expected salary to the Human Resources Department, CASH Financial Services Group Limited, 28/F., Manhattan Place, 23 Wang Tai Road, Kowloon Bay or clicking below "Apply" button.

The information provided will be used for selection purposes only. All information about unsuccessful applicants will be destroyed within six months.

Company Info

CASH Financial Services Group (“CFSG”, SEHK:510) offers global advisory services across the full spectrum of personal wealth management, corporate financial services, financial and family planning for individuals, cross-generations, business owners, investors, and ultra-high-net-worth individuals. Our dedicated team provides products and services such as investment services, asset management, insurance, wealth management, family office, business finance, corporate advisory, and EAM that best suit our customers’ needs.
CFSG has been awarded: Caring Company for 15 straight years, Edigest Wealth Management Award, HKEX ETF Awards, HKPC The Best Brand Enterprise Award (Greater China) and CORPHUB Most Outstanding Enterprise Award of Greater China's Asset Management Expert, etc.We are currently seeking a high calibre professional to join our team.
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