Job ref no.: CT3128494-01#0096
CASH Financial Services Group Limited

Senior Vice President, Wealth Management (Offer Basic Salary and Client's List)

CASH Financial Services Group Limited


  • Act as a sales lead to manage sales performance and deliver high quality one-stop financial planning and wealth management solutions through face-to-face professional meeting.
  • To acquire new clients through sales and marketing activities and build long-term relationships with existing high net worth clients
  • Build a team of relationship managers to achieve assigned target in revenue, AUM and client numbers, etc.
  • Perform market update, experience sharing and coaching to enhance team members' product, investment / insurance knowledge and selling skills
  • To handle ad hoc projects assigned by management


  • University graduates preferred, with a minimum of 3 years’ relevant team building experience in banking, insurance or IFA industry.
  • CFA or CFP holder is preferable
  • Proven track record in selling investment products is highly preferable
  • Qualified with IIQE Paper 1, 2, 3, 4 & 5, preferably with SFC license RA1
  • Entrepreneurship, strong leadership, mature, self-motivated and independent
  • Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage


**We offer 5-day work week, attractive remuneration package including comprehensive medical benefits**

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.

More job information
Job ref no. CT3128494-01#0096
  • 30,000 - 35,000 / month
Job Function
  • 5 years - 10 years
Career Level
  • Senior management level
  • Degree
  • Master's degree
  • 5-day week
  • Competitive pay
  • Discretionary bonus
  • Medical plan