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As the leading financial advisory firm in Hong Kong, Convoy upholds its core values of Passion, Integrity and Professionalism in providing the best advices and service to help customers investing in their future.

 

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

Assistant Manager/ Manager, Business Development (Fund Distribution)

As the leading financial advisory firm in Hong Kong, Convoy upholds its core values of Passion, Integrity and Professionalism in providing the best advices and service to help customers investing in their future.

 

Due to our business expansion, 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 Consultants/ Advisors to enhance their investment and product knowledge and ensure full compliance with regulatory and internal requirements
  • Prepare marketing and presentation materials to ensure the sales pitches are well articulated
  • Handle enquiries and conduct analysis to identify gaps in trainings and product offerings
  • Participate in joint-call sales activities on request and need basis
  • Review current sales process and identify areas for improvement 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 Business and Finance, or other relevant discipline.
  • Minimum 5-7 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 and Type 4 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 detailed resume with availability, current and expected salaries to Human Resources Department, Convoy Global Holdings Limited, 5/F Trust Tower, 68 Johnston Road, Wan Chai, 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 applicants are kept on file one year from the date of the application.)

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