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Our wealth management businesses help high-net-worth and ultra-high net worth individuals and their families to grow, manage and preserve their wealth. With this aim, we're rapidly expanding our client-facing team in Wealth Management business and are interested in speaking with high-performing individuals.
This is a full-time permanent position with attractive fixed base salary + incentives.
Promote full range of wealth management products and services to high-net-worth customers
Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
Handle inquiries and provide professional total wealth management solutions to customers
Drive client acquisition initiatives to broaden client base
Provide quality services and understand customers' financial needs
The Successful Applicant
University graduate in Business Studies / Business Administration / Banking or Finance or related disciplines
At least 3-6 years' experience in private wealth management. Proven track record in investment & insurance or financial planning
Holder of PIBA and/ or SFC license is required
Preferable with CFP qualification
Sales-driven with good interpersonal skills
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Proficient in both spoken and written English, Chinese and Mandarin
More experience will be considered as Senior Advisor
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, 39/F Lee & Man Commerical Center, 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)
Internal Number: 6268116
About Convoy Global Holdings Limited
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