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Manager, Business Development (Investment Consultant)

Convoy Global Holdings Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2020-04-06
  • Career Level:Middle
  • Location:Not Specified
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Asset Management

Job Description

We are looking for high calibre candidates to share our vision and venture our success.

Responsibilities:

  • Manage sales channels to drive sales and achieve business target
  • Conduct training and briefing to the sales force to enhance their investment and product knowledge and ensure full compliance with regulatory and internal requirements
  • Participate in joint-call sales activities on request and need basis
  • Assist in producing marketing and presentation materials to ensure the sales pitches are well articulated and the products are effectively marketed
  • Handle enquiries and analyze their enquiries to identify gaps in trainings and product offerings
  • Review current sales process and identify areas for improvement in order to enhance sales quality and customer experience
  • Understand the industry development and translate into business opportunity
  • Perform ah-hoc assignments and projects if necessary

 Requirements:

  • University degree in Finance and Economics, or other relevant discipline.
  • Minimum 5 years’ relevant experience in asset management or banking industry, with good knowledge of investment products in particular SFC authorized funds
  • Holder of SFC Type 1 license, Type 4 and 9 will be an advantage
  • Professional qualification of CFA, CFP will be an advantage
  • Good interpersonal, communication, presentation and analytical skills
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Meticulous, self-motivated and strong drive to succeed and ability to work independent as well as being a good team player
  • Excellent in spoken and written English and Chinese

 

We offer competitive remuneration including career prospects to the right candidate. Interested parties please send detail resume with availability, current and expected salary to Human Resources Department, Convoy Global Holdings Limited, 39/F Lee & Man Commercial Centre, 169 Electric Road, North Point, Hong Kong or by clicking the Apply Now button and upload your CV and cover letter. 

(All applications will be treated in strict confidence and used for recruitment purpose within Convoy Global Holdings Limited only. All information will be kept for 12 months.)

 

Company Info

Welcome to the Convoy family! Having a sizable financial advisory team in Hong Kong with thousands of professional financial consultants in Asia Pacific Region, we are committed to becoming one of Asia’s leading financial services providers over the long-term.

To achieve this goal, we take pride in having you as part of our family. At Convoy, we nurture your strengths and value your unique perspectives, and in return we expect you to share our passion.

We believe you’ll find working at Convoy a valuable experience in your career. Join us by submitting your full resume to [email protected]

Company Website: www.convoy.com.hk

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