Job ref no.: CT3116066-01#0223
Convoy Global Holdings Limited

Officer, Investment Advisory

Convoy Global Holdings Limited

  • 5-day week
  • Birthday leave
  • Compassionate leave
  • Discretionary bonus
  • Insurance plan
  • Marriage leave
  • Medical plan
  • Special / extra leave
  • Examination leave
  • K + 3 more

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.

Due to our business expansion, we are looking for high caliber candidates to share our vision and venture our success.



  • Assist the team to provide advisory services and investment solutions to Financial Advisors
  • Conduct regular coaching, training and market / product briefing to Financial Advisors to enhance their product / portfolio knowledge
  • Develop sales materials / scripts for sales staff to enhance their professionalism and sales efficiency
  • Provide regular and timely feedback to Product team on customer acceptability on new investment products, services and promotion
  • Improve control and compliance quality on investment selling



  • University degree in Finance and Economics, or other relevant discipline.
  • Minimum 2 to 4 years’ relevant experience in financial industry, with good knowledge of investment products. i.e. Funds
  • Professional qualification of CFA, CFP will be an advantage
  • Services-oriented, good interpersonal and communication skills
  • Meticulous, self-motivated and presentable
  • Excellent in spoken and written English and Chinese


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 @CONVOY, 169 Electric Road, North Point, Hong Kong or [via CTgoodjobs Apply Now ]

(All applications will be treated in strict confidence and used for recruitment purpose within Convoy Global Holdings Limited only)

More job information
Job ref no. CT3116066-01#0223
  • N/A
Job Function
  • North Point
Employment Term
  • Permanent
  • Full-time
  • 2 years - 4 years
Career Level
  • Non-management level
  • Degree