Officer, Client Services (CS)

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 committing 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 institutions 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.

As a Client Services Officer, you will not only support traditional brokerage services but also have the opportunity to contribute to the development of diverse businesses, including Wealth Management, Asset Management, and External Asset Management (EAM). Our aim is to provide comprehensive, fully licensed services to our clients.

Responsibilities:

• Handle individual and corporate account onboarding procedures including data collection and KYC/CDD
• Coordinate with cross-department to enhance operation efficiency and customer experience
• Support the development of the company's diversified businesses, such as Wealth management, Asset management, and External Asset Management (EAM)
• Support account opening, provide professional customer services to communicate with clients via telephone, email, online platforms and face-to-face
• Assist in the daily maintenance and continuous enhancement of customer chat management platform
• Provide market information and investment advice upon client's request
• Provide comprehensive and professional support to clients such as handling and resolving client’s enquiries, requests and complaints
• Handle ad hoc tasks as assigned
• Assist our clients in executing both local and overseas securities and commodities orders

Requirements:

• Degree holder in Finance, Economics, Accounting or other related business disciplines;
• 1 year relevant experiences in financial industry is an advantage;
• SFC Type 1, 4, 9 Holder is an advantage;
• Good command of spoken and written English and Cantonese is a must; Proficiency in Mandarin is an advantage;
• A good team player with excellent interpersonal skills and proactive attitude; Detail-minded, well-organized with a strong sense of responsibility;
• Proficient in MS Word, Excel, PowerPoint, and Chinese Word Processing
• Fresh graduates are also welcome

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.