Assistant Business Manager/ Business Manager, Private Wealth Management (In-house position)
Convoy Global Holdings Limited
Wan Chai, Hong Kong, HK

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 Insurance & MPF products.
  • Identify existing and prospective customers' needs of financial services, including both products & services
  • In-house permanent position with a fixed base salary + attractive incentives & fringe benefits
  • Comprehensive on-the-job training program by an experienced mentor
  • Requirements :

  • Hold a higher diploma / Associate Degree in Business, Finance, Economics or related disciplines; pass IIQE Paper 1 and 3 is a must;
  • Oversea University graduate or above or IANG 非本地毕业生留港就业计划 or Dependent Visa will be considered
  • Minimum 2 years of relevant experience in financial company or insurance sales
  • High level of customer-centric mindset & integrity with a dedication to delivering 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 Business Manager
  • We offer competitive remuneration including career prospects to the right candidate.


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