Senior Officer / Officer, Regional Business
Convoy Global Holdings Limited
Wan Chai, Hong Kong, HK

As a rapidly growing financial institution and the leading Independent Financial Advisory conglomerate in Hong Kong, Convoy Group strives to provide the best in class, multifaceted financial services for our customers.

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

Responsibilities :

  • Provide sales and customer services support to high net-worth clients and the sales team
  • Upkeep relationship with existing clients and promote cross-selling initiatives including traditional life products
  • Provide sales administrative support including new business follow-up and maintain good record keeping
  • Prepare sales materials and relevant sales reports
  • Communicate and coordinate operational activities with regional offices and business partners
  • Assist in ad-hoc projects as assigned
  • Requirements :

  • University graduate with degree in Economics, Business Administration or related discipline
  • At least 2 years relevant working experience, preferably in banking or financial industry
  • Good command in written and spoken English and Chinese. Fluent in Mandarin a MUST
  • Computer literate in MS Office including Chinese word processing
  • Customer focused, people-oriented, positive attitude, outgoing, proactive and good problem solving skills
  • Holder of IIQE & SFC (Type 1 or 4) Licenses are necessary
  • Candidate with more experience will be considered for the post of Senior Officer
  • We offer competitive remuneration including career prospects to the right candidate.


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