1. Please be advised that CFSG has revised its Terms and Conditions effective on 13 May 2024. The latest version is CFSG Terms & Conditions - Version 20.
2. Please be advised that CFSG has issued a notice on the adjustment of the U.S. Stock Trading Fee Rate and Settlement Cycle for US stocks on 20 May 2024. For more details, please click here.

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Area

Position

Hong Kong

Management Trainee 2023

Hong Kong

Managing Director, Brokerage/Commodities

Hong Kong

Relationship Manager

Greater Bay Area

Managing Director

Greater Bay Area

Business Development Manager

Greater Bay Area

Marketing Manager

Greater Bay Area

Media Controller

Greater Bay Area / Shanghai

Vice President

Greater Bay Area / Shanghai

Relationship Manager

Shanghai

Independent Financial Advisor

Japan

Managing Director

Korea

Director of Business Development

← All job vacancies

Managing Director, Brokerage/Commodities

Hong Kong

Full Time / Permanent

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; providing cross-asset advisory services catering to the investment and wealth management needs of individuals, corporate, and/or high net worth clients; assisting corporate clients to develop businesses through capital markets and participating in corporate finance transactions (i.e. capital raising, ECM / equity capital market, pre-IPO, share placement, rights issue); 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; devising, implementing and executing initiatives and sales strategies to grow our brand's market share & customer base; taking the role as an internal consultant on commercial terms & fees, technology, and business trends in the industry; networking with other stakeholders in the industry (i.e. broker-dealers, investment banks, audit firms, corporate finance lawyers) 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; Sound knowledge and solid experience in distributing financial products and services, including but not limited to full-fledged investment and insurance products; Hands-on experience with marketing, client acquisition and business development; Knowledge and experience in corporate banking products and services will be a plus; Ability to team up with cross-divisional specialists in facilitating potential cross-selling/upselling opportunities Highly agile in learning, adapting to ever-changing business environment, and with strong ability to cope with fast, dynamic pace; 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.

Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay

Relationship Manager

Hong Kong

Full Time / Permanent

We offer

Opportunity to build your own business with our savvy digital brokerage & wealth management platform Competitive commission scheme and additional bonus campaigns to generating an impressive income Company leads offered to assist your career path heading a successful direction Comprehensive sales supports & training program including wide range of sales, product & technology training to acquire finance industrial, product knowledge and up-to-date global market update and news. Excellent career path and fast track promotion opportunity

Job Responsibilities

Provide professional investment advisory services with full range of brokerage & wealth management products to propose High Net-Worth Clients with tailor-made solutions Solicit new businesses and maintain long-term relationships with clients by advising market knowledge and news

Job Requirements

Solid experience in brokerage or wealth management industry & dealing with high net worth clients Holder of SFC or Insurance licence Entrepreneurship & sales-oriented mindset with high level of confidence and interpersonal skills High integrity, proactive with inspiration, good teamwork and able to work independently and under pressure

Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay

Management Trainee 2023

Hong Kong

Full Time / Permanent

Job Description

CFSG Management Trainee Programme offers a 15-month comprehensive training covering both frontend & backend exposure through job rotation and provide good career prospect for young talents to become our future leaders.

During this journey, you will start your career in financial world and undergo a training program including industrial knowledge and on-the-job training in Finance, Wealth Management, Asset Management, Cryptocurrency etc. for business familiarization under CFSG Group.

You will rotate and expose the following four main business engines:
1. Premium Brokerage
2. Asset Management
3. Institutional Wealth Management
4. Private Wealth Management

The job rotation and mentorship guidance enable you to gain practical exposure through the cross functional team attachments and experience/skill transfer. You also have chance to explore in china business. By providing different opportunities and challenges, you will be able to unleash your potential and gain career progression through this adventurously designed program in Finance prospect.

Who are we looking for?

  • Degree holder in ANY discipline
  • Strong career aspiration & planning in Finance industry
  • Outgoing, creative and positive to face challenge
  • Good team spirit and interpersonal skills
  • Holder of insurance (IIQE) or SFC license preferably
  • Good command of both written and spoken English and Chinese (Cantonese & Mandarin)

We offer competitive remuneration package and license subsidy to the right candidates. If you are passionate and eager to build your career path in finance industry, take the first step to apply for this opportunity!

Application Method

• E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk

Managing Director

Greater Bay Area

Full Time / Permanent

Job Responsibilities

Formulate & achieve corporate sales & revenue enhancement plan and broaden the client bases and networks Maintain & enhance corporate images and competitive edges to drive sales & revenue growth Build & develop new client groups and business partners at different fields e.g. high-end retails chain store, shopping malls, banks, law firms etc. to create potential income Lead the business development and integrate internal resources to achieve KPIs Grasp potential opportunities in a market & business changing environment, plan and convert into profitable outcomes Cooperate with internal departments to ensure clients’ deals/transactions to be operated smoothly and fulfil clients’ expectations Design a sales-oriented & profit-sharing mechanism to drive sales teams and external channels for a better sales results Complete the assigned group projects assigned by top management

Job Requirements

Degree or above in Finance, Marketing, Communications, Management or related discipline Minimum 8 years or above corporate management/sales/business solutions experience, from finance/brokerage industry is definitely an advantage Excellent negotiation skills and interpersonal skills, match with solid business networks to drive business ahead Possess entrepreneurialism, result-oriented attitude, strong market sense to grasp every opportunities Track record to drive sales, revenue, client base growth and other KPI achievements Adaptive to market changes to uplift the businesses to a higher level of achievement Able to communicate and cohere all departments to complete the corporate projects

Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay

Business Development Manager

Greater Bay Area

Full Time / Permanent

Job Responsibilities

Formulate & execute business development strategies, lead the team to achieve business KPIs Build & manage business development team to enlarge the clients base and expand sales channels Develop institutional clients and business partners to reclaim HNW client groups Conduct analysis to the overall wealth management needs and formulate the globalized asset investment solutions Train, enhance & appraise teams members on product knowledge & business skills Handle ad hoc projects assigned by management

Job Requirements

Degree or above in Finance, Economics or related discipline 5 years or above banking/brokerage/insurance/wealth management sales experience in which 3 years at supervisory level CFA/CFP holder or qualified securities dealers/insurance intermediary is definitely an advantage Possess HNW client network, channels and industrial resources and sales oriented attitude High level of marketing sense, knowledgeable to finance industry and aware of client’s asset allocation demand Good presentation skills with positive thinking, integrity, aggressive and responsible attitude Willing to make business trip in a frequent basis

Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay

Manager, Marketing & Brand Management

Greater Bay Area

Full Time / Permanent

Job Responsibilities

Formulate and execute online marketing & promotional activities for wealth management business in different social media platforms Plan and organize both online & offline brand promotional activities by writing public articles & creating relevant videos Manage social media platforms including daily maintenance, content update, enquiry reply etc. Provide digital analysis reports with advices for sustainable improvement for management review Drive 360°all-round content marketing to internal and external clients to enhance the company image Collect the feedbacks and results of the marketing activities and advise a better solutions Handle ad hoc projects assigned by management

Job Requirements

Degree or above in Marketing/Communication/E-commerce/Multimedia or related discipline 6 years or above marketing & band management and social media management experience in Finance/Insurance industry Familiar with industrial trends, possess marketing/media/advertising related knowledge Good written skills, able to complete project proposals and other marketing documentations independently Possess strong interpersonal, resources integration and marketing analysis skills Initiative, able to work under tight timeline Immediate availability is definitely an advantage

Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay

New Media Operator

Greater Bay Area

Full Time / Permanent

Job Responsibilities

Build and operatesocial media matrix (Wechat, Blog, Xiaohongshu, Zhihu, Toutiao) to match with corporate’s digital promotion strategies Conduct content management on social media platforms by covering keyword searching, writing product content based on the market preference, and high transmissible promotion contents Collect industrial hot news, market data and manage video production operations Dig and analyze the user habits, preferences & experience, increase number of fan & notability and keep the interaction with fans Coordinate with marketing team to enhance corporate image and brand through the influence of new social platforms Provide real-time market data to internal users by monitoring industrial practices & competitors’ movement Develop brand promotion channels and build media & KOL database Handle ad hoc projects assigned by management

Job Requirements

3 years or above media management experience with good written skills Possess brand awareness, “out of box” thinking, and solid new media promotion planning and management skills Experience to project management and resources integration With financial anchor experience is definitely an advantage Resourceful to media KOL and content management Accountable, logical, details & team work oriented

Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay

Vice President

Greater Bay Area / Shanghai

Full Time / Permanent

Job Responsibilities

Formulate & execute wealth management sales strategies and lead the team to achieve sales KPIs Build & manage the sales team to enlarge the client base and expand sales networks, appraise, train and enhance the team’s sales performance Provide professional solutions to HNW clients according to clients’ wealth management needs Maintain the client relationship, analyze the clients’ asset and advise a best recommendation to achieve further sales opportunities Expand the sales network to connect different HNW client groups and institution clients Provide sales reports and advise enhancement plans to management Handle ad hoc projects assigned by senior management

Job Requirements

Degree in Finance, Economics or related discipline 7 years or above banking, brokerage, insurance sales experience in which 5 years at team management role CFA/CFP or recognized finance qualification holder will be considered at first priority Sales oriented with solid networks to HNW client groups Strong people network to build own team Aggressive, accountable, outgoing attitude Strong interpersonal, presentation & leadership skills

Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay

Relationship Manager

Greater Bay Area / Shanghai

Full Time / Permanent

Job Responsibilities

Provide tailor-made wealth management solutions to HNW clients including insurance, fund, property, investment immigration etc. Achieve sales KPIs by utilizing business development channels Conduct marketing promotion activities and attend relevant trainings to develop sales channels & expand client pools Review clients’ portfolios periodically to create potential sales opportunities Report job progress by submitting monthly reports

Job Requirements

Degree or above with 3 – 5 years insurance, banking or related sales experience AFP, CFP or recognized finance qualifications holder will be considered at first priority Possess social & HNW clients network and ability to convert into sales opportunities Experience to plan independently a tailor-made investment solutions Positive thinking with high level of integrity, aggressive attitude and passion to the role Outgoing to expand personal network, good interpersonal & presentation skills

Candidate with more experience will be considered as Senior Relationship Manager



Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay

Independent Financial Advisor

Shanghai

Full Time / Permanent

Job Responsibilities

Provide tailor-made wealth management and globalized asset allocation solutions to clients Achieve sales KPIs by utilizing business development channels Conduct marketing promotion activities and attend relevant trainings to develop sales channels & expand client pools Review clients’ portfolios periodically to create potential sales opportunities Report job progress by submitting monthly reports

Job Requirements

2 years sales & relationship management experience Possess strong social skills and solid client networks Preferably with finance business and product knowledge Experience to make a plan according to clients’ needs and requirements With high integrity, teamwork spirit and aggressive attitude

Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay

Managing Director

Japan

Full Time / Permanent

Job Responsibilities

Advise an overall corporate development strategy and turn into reality for business landing and kicking off in Japan Plan and drive new initiatives and local strategies for long-term business growth and corporate sustainability in a new market Liaise and communicate with local regulatory bodies,business partners, key stakeholders for business compliance and industrial cooperation Analyse market intelligence and make business decisions for potential investment opportunities & corporate operations Manage financial performance including budgeting, forecasting and risk management Monitor and ensure all business units functioning properly and heading to a same goal and direction Establish and improve operational procedures and processes for teams/departments to follow and implement for smooth running and quality assurance Integrate internal & external resources to complete business projects Build and promotion unique corporate cultures to enhance employee’s aggressiveness and morale Report corporate development progress and advise enhancement solutions to the board of director

Job Requirements

University graduate in Global Business Management, Marketing, Business Administration or related discipline, Master degree holder is preferable Over 10 years corporate governance experience with new market insight/office setup exposure Possess strong business acumen, critical thinking, decision making &financial planning ability Proven record of business success and corporate leadership Able to fast learn foreign business rules, regulations, market trends and competitive landscape Excellent negotiation, communication, interpersonal and presentation skills Able to lead and motivate teams to overcome and achieve challenging goals Fluent in English and Chinese, Japanese is definitely a priority to consider

Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay

Managing Director

Korea

Full Time / Permanent

Job Responsibilities

Formulate and execute business development strategies to expand corporate network in Korea market Explore business opportunities and form partnerships to penetrate different industries and ultimately lead to new client acquisition Design a strategic planning to develop institutional client network for broadening client portfolio Develop new business pitching to sustain the corporate growth in Korea market Enhance corporate image to facilitate market recognition & clients’ awareness Analyse and identify clients’ expectations and produce an appropriate solution to respond in order to gain high level of clients’ satisfaction Build sales & business development teams for sales expansion and market share occupation Report business development progress and advise enhancement solutions to the board of director

Job Requirements

University graduate in Global Business Management, Marketing, Business Administration or related discipline 8 years or above experience in new market penetration, business development and channel expansion Proven track records to new market development, sales achievements and key KPI fulfilment Familiar with Korea market, client preference, industrial practices and product platforms Solid local network and business connection to institutional clients is favourable Strong interpersonal & social skills tobuild connection to different societies & groupings With team building ability and teamwork spirit, able to influence and persuade others Good analytical & presentation skills, able to identify & grasp opportunities Fluent in English and Chinese, Korean is definitely a priority to consider

Application Method

E-mail full resume, with current and expected salary to our e-mail address at recruitment@cfsg.com.hk or Mail to the Human Resources Department, CASH Financial Services Group Limited, 22/F, Manhattan Place, 23 Wang Tai Road, Kowloon Bay