Wealth Management Advisor

Convoy Financial Services Limited 
Convoy Financial Services Limited (CFS), the wholly owned subsidiary of Convoy Financial Services Holdings Limited (stock code 1019 HK) listed in Hong Kong Stock Exchange since July 2010, is the most well-established local independent financial advisory (IFA). We developed with the objective of providing professional and impartial financial planning services. Supported by over 1,200 dedicated financial consultants, Convoy has set the benchmark as the most sizable professional IFA team in Hong Kong. With objective and competent view, over the years, it has offered superb quality wealth management services to the people of Hong Kong by scheming tailor-made financial plans and reaping optimal returns from their investments. 

In 2010, Convoy for 4 consecutive years received the “Hong Kong Best Company for Financial Planning Excellence (IFA)” from the IFPHK. Convoy is widely endorsed by clients for professionalism and independency. Over the years, we have offered the superb quality wealth management services to clients by scheming tailor-made financial plans and reaping optimal returns from their investment.

Wealth Management Advisor

Job Responsibilities:

l  To provide personal financial services to high profile clients

l  To perform precise financial need analysis

l  To work as a team and strive to meet team sales targets

l  To deal with wide range of financial servicing such as stock, funds, MPF scheme, Capital Investment Entrant Scheme (投資移民), mortgage etc.

l  To establish relationship with and develop professional image to the prospects

l  To open and penetrate into the mainland market, bringing the professional and sophisticated financial knowledge to the potential market

Key Requirements:

l  Degree holder, or above, with business or finance disciplines is preferred Candidates with overseas experience is an advantage 

l  Discreet and independent challenge-taker

l  Good presentation skill and language ability (Both Mandarin and English)  

l  A team player with ability to work under pressure

l  Enjoys achievement, challenges, personal growth and rapid changing environment

Benefits to New Hires:

l  Comprehensive on-job training and support

l  Promising career path is promised

Shen Zhen Resident and those who have oversea working or studying experiences are highly preferred!

INTERESTED APPLICANTS

Please kindly send your resume to Jinming.miao@convoysz.com

http://www.convoyfinancial.com