Relationship Manager Trainee (Fresh graduates are welcome)

CASH Financial Services Group Limited; Hong Kong; On-site; HKD 134,000 - 201,000; Full time

Job summary

CASH Financial Services Group Limited is seeking a Relationship Manager Trainee (Fresh graduates are welcome) in Hong Kong. You will develop and maintain client relationships, provide professional insurance and wealth planning advice, and conduct needs analyses to recommend suitable financial solutions.

As a trainee, you will follow up with existing clients, present tailored proposals, and participate in company training programs to develop your career in wealth management.

Qualifications

• Degree holder or above (Fresh graduates are welcome).
• Strong interpersonal and communication skills; Self-motivated, positive attitude, and willing to learn.
• Goal-oriented with a passion for helping clients achieve financial success.
• Ability to build trust and long-term client relationships.
• Willing to obtain IIQE Papers 1, 2 & 3.
• Cantonese is required; English and Mandarin are advantageous.

Responsibilities

• Develop and maintain relationships with in-house clients to understand their financial needs and goals.
• Provide professional advice on insurance, wealth accumulation, retirement, education, and protection planning.
• Conduct financial needs analysis and recommend suitable financial solutions.
• Follow up with existing clients and provide ongoing portfolio reviews and servicing.
• Prepare and present financial proposals tailored to clients' needs.
• Participate in company training programs and professional development activities.

Skills

Interpersonal skills

Communication skills

Self-motivated

Positive attitude

Willing to learn

Trust building

Long-term client relationships

Cantonese proficiency

English advantageous

Mandarin advantageous

Education

Degree holder or above

Job description

Relationship Manager Trainee (Fresh graduates are welcome)

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 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

Develop and maintain relationships with in-house clients to understand their financial needs and goals.

Provide professional advice on insurance, wealth accumulation, retirement, education, and protection planning.

Conduct financial needs analysis and recommend suitable financial solutions.

Follow up with existing clients and provide ongoing portfolio reviews and servicing.

Prepare and present financial proposals tailored to clients' needs.

Participate in company training programs and professional development activities.

Requirements

Degree holder or above (Fresh graduates are welcome).

Strong interpersonal and communication skills; Self‑motivated, positive attitude, and willing to learn.

Goal‑oriented with a passion for helping clients achieve financial success.

Ability to build trust and long‑term client relationships.

Willing to obtain IIQE Papers 1, 2 & 3

Cantonese is required; English and Mandarin are advantageous.

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

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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?

CASH Financial Services Group(“CFSG”, SEHK: 510) is a leading financial services conglomerate in Hong Kong engaged in a comprehensive range of financial products and quality services comprising mobile trading, premium brokerage services, investment banking, corporate financial advisory, wealth and asset management, etc. As a leading technology-focused financial services provider, coupled with our professional human talents, CFSG is committed to operating the state-of-the-art trading platform for our clients to trade anytime, anywhere, and borderless.

In view of our rapid expansion, we are searching for high caliber talent to join us.

CASH Financial Services Group(“CFSG”, SEHK: 510) is a leading financial services conglomerate in Hong Kong engaged in a comprehensive range of financial products and quality services comprising mobile trading, premium brokerage services, investment banking, corporate financial advisory, wealth and asset management, etc. As a leading technology-focused financial services provider, coupled with our professional human talents, CFSG is committed to operating the state-of-the-art trading platform for our clients to trade anytime, anywhere, and borderless.

In view of our rapid expansion, we are searching for high caliber talent to join us.

What can I earn as a Relationship Manager