Managing Director, Premium Brokerage

About CFSG Headquartered and listed in Hong Kong (SEHK: 510), CASH Financial Services Group ("CFSG") is dedicated to managing wealth and asset inheritance for our clients. We aspire to be a first‑class trusted investment and wealth management partner, connecting people, ideas, capital, and opportunities for sustainable development. We are committed to helping stakeholders preserve, grow, and inherit wealth through strong partnerships with clients, colleagues, communities, the environment, and shareholders, while building operational excellence in our execution platforms and delivering customer service excellence. Established in 1972, CFSG is a fully‑licensed financial services institution in Hong Kong, holding various types of SFC licences and providing comprehensive financial and wealth management services, including licensed money lending and insurance brokerage. As a FinTech pioneer, CFSG connects domestic and global markets with wealth management centres in the region, offering a comprehensive range of financial services. CFSG's excellence has been recognised through numerous awards, including the IFTA Fintech and Innovation Awards from The Institute of Financial Technologists of Asia, the HKEX ETF Awards from Hong Kong Exchange and Clearing Limited, and various accolades for its service and technology excellence. Job Responsibilities 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 and 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 drive conversions, enhance the company's brand, enrich personalized experience for customers, promote 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 leads and acquire new clients. Devising, implementing and executing initiatives and sales strategies to grow our brand's market share and customer base. Taking the role as an internal consultant on commercial terms & fees, technology, and business trends in the industry. 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. Hands‑on experience with marketing, client acquisition and business development. 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. 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. Your application will include the following questions: What’s your expected monthly basic salary? Which of the following statements best describes your right to work in Hong Kong? The information provided will be used for selection purposes only. All information about unsuccessful applicants will be destroyed within six months. #J-18808-Ljbffr