Job ref no.: CT3116066-01#0014
Convoy Global Holdings Limited

Officer, Investment Operations (Client Services)

Convoy Global Holdings Limited

  • 5-day week
  • Birthday leave
  • Compassionate leave
  • Discretionary bonus
  • Insurance plan
  • Marriage leave
  • Medical plan
  • Special / extra leave
  • K + 2 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.

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



  • Provide face-to-face client services in service counter
  • Handle and ensure client documents and forms comply with internal guidance
  • Handle enquiries from clients and consultants on transactional activities, operations, systems, account re-balancing processes, etc.
  • Handle fund administration and operations functions such as subscription, redemption, etc.
  • Distribute confirmations, contract notes and financial statements to clients
  • Provide support to the team whenever necessary
  • Participate in UAT for system enhancement and other ad-hoc projects



  • Bachelor degree in Business or Finance or related discipline
  • Minimum 2 - 4 years relevant experience in Client Services, Fund Operations will be an advantage
  • Meticulous, prioritize, responsible and detailed-oriented
  • Strong initiatives, good interpersonal and communication skills, able to work well with different levels of stakeholders
  • Good team player and able to work well independently and work under pressure
  • Good computer skills in MS Office applications
  • Good command of written and spoken English and Chinese
  • Candidates with solid experience will be considered as Senior Officer


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#0014
  • N/A
Job Function
  • North Point
Employment Term
  • Permanent
  • Full-time
  • 2 years - 8 years
Career Level
  • Non-management level
  • Degree