Advisor, Private Wealth Management (Wealth Planner)
Convoy Global Holdings Limited
Wan Chai, Hong Kong, HK
6天前

Join our fast-growing Wealth Management teams

Our wealth management businesses help high-net-worth individuals and their families to grow, manage and preserve their wealth.

With this aim, we are rapidly expanding our client-facing team in Wealth Management business and are interested in speaking with high-performing individuals.

Responsibilities :

  • Promote full range of wealth management products
  • Seize the future through professional wealth planning to help people achieve their personal goals
  • Solicit new businesses and long-term relationship
  • Tailor-made, well-structured and comprehensive training program
  • In-house permanent position with an attractive fixed base salary + incentives & fringe benefits
  • Coaching and mentoring by a team of an experienced mentors
  • Requirements :

  • University graduate in Business Administration, Finance or other disciplines.
  • Minimum 2 to 6 years of relevant experience in financial institutions or wealth management sales.
  • Professional and regulatory qualifications (IIQE Paper 1, 2 and 3 / HKSI Paper 1, 7 and 8) is required.
  • High level of customer-centric mindset & integrity with a dedication to deliver exceptional quality services for customers
  • High integrity, proactive with inspiration, good teamwork and interpersonal skills, able to work independently and under pressure;
  • Proficient in both spoken and written English, Chinese, and Cantonese
  • More experience will be considered as Senior position
  • Potential candidates with IANG or Dependent Visa are welcome.
  • We offer competitive remuneration including career prospects to the right candidate.

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