Job ref no.: J/WMIS/0718
CASH Financial Services Group Limited

Officer, Sales Administration (Wealth Management)

CASH Financial Services Group Limited

  • 5-day week
  • Birthday leave
  • Dental plan
  • Education subsidies
  • Examination leave
  • Medical plan


As our Officer, Sales Administration (Wealth Management), you will be responsible for assisting the sales administration team to provide sales support for various distribution channels and collaborate with investment advisors to assist in new business acquisition. Responsibilities include but not limited to: 

  • Assist the sales administration team to deliver excellent before and after sales service to customers and our investment advisors, which includes new business origination, business application processing and follow-up, claims processing and follow-up, policy renewal, member movement and underwriting;
  • Provide customer services support to ensure enquiries and complaints from both internal and external clients are handled in compliance with internal control policies and service standards;
  • Assist the department head to develop new business opportunities, prepare marketing and promotion materials and conduct market/performance analysis if necessary;
  • Prepare and verify various reports relating to sales, sales commission calculation, sales revenue calculation and reconciliation;
  • Assist in ad hoc projects as required.


  • Higher Diploma / Degree in Business Administration, Finance, Economics or related disciplines;
  • 1-3 years of sales administration and customer services experience in IFA or insurance broker industry is required;
  • Excellent interpersonal, analytical, communication skills;
  • Customer oriented and be able to work under pressure;
  • Good command of both Putonghua, Cantonese and English;
  • Professional licensing qualifications on IIQE Papers 1, 3, 5 or equivalent is highly preferred;
  • Candidate with less experience will be considered as Assistant Officer, Sales Administration.

Please apply in confidence with full resume, current and expected salary, and quoting reference no. J/WMIS/0718 in the subject line to the Human Resources Department, CASH Financial Services Group Limited, 21/F., Low Block, Grand Millennium Plaza, 181 Queen's Road Central, Hong Kong or email to [our mailbox through CTgoodjobs Apply Now ].

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

More job information
Job ref no. J/WMIS/0718 (CT3116252-01#0247)
  • N/A
Job Function
  • Sheung Wan
Employment Term
  • Permanent
  • Full-time
  • 1 year - 3 years
Career Level
  • Entry level
  • Degree