A Career with CONVOY

Convoy Global Holdings Limited (1019.HK) established in 1993 and was listed on the Stock Exchange of Hong Kong Stock Exchange in 2010, being the first-ever listed IFA in Hong Kong.

It grew rapidly from a small 10-man local office to a listed corporation with over 3,000 professional financial consultants* in Asia. CONVOY is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Invest for You, for Life.  IFA is CONVOY.

Chief Wealth Management Advisor (首席財富管理顧問)

Convoy Financial Services Limited/ Convoy Asset Management Limited
康宏理財服務有限公司/ 康宏資產管理有限公司

Company/ 公司：Convoy Financial Services Limited/ Convoy Asset Management limited

• The biggest IFA in Hong Kong and Asia. HKEX listed Company since 2010.                                           

                                           香港最大獨立第三方理財顧問公司，非保險公司，2010年香港上市

• Arrange working VISA for IANG candidates                                 

保證为通過面試并成为正式員工的内地畢業生辦理工作簽證

• Promising Career Path      

良好的晉升階梯

We are currently seeking a high caliber professional to join our team as Financial Advisor.

Our employees are the most valuable resources in the company. We are committed to providing you with the optimal workplace experience. Here is a taste of what we have on offer:

• Attractive salary package
• Healthcare insurance coverage
• Employee Share Purchase Plan
• Recognizable corporate training and development program
• Progressive career advancement opportunities

Principal responsibilities

• Provide financial planning services to customers
• Provide personalised service for this segment of customers to build and maintain good relationships
• Promote investment, insurance and banking products for optimising new business opportunities
• Manage operational risk and observe the relevant policies /guidelines and compliance requirements

Requirements

• University degree in a related discipline is preferred
• Passes in the Insurance Intermediaries Qualifying Examinations and/or Hong Kong Securities Institute Licensing Examinations 
• Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• Minimum of two years' experience in selling investment, insurance and banking products
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

(Candidates with 1-2 years related experience will be considered for the position of Senior Wealth Manager Advisor)

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Company's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the company and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the company to do so, after which the personal data will be destroyed.