Job ref no.: CT3112755-01#0584
Convoy Global Holdings Limited

Senior Officer, Investment Products Distribution

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.



  • Assist to formulate and execute investment strategies and ideas, with deliverables such as quarterly recommended fund list and various product highlights and presentation pack to facilitate communication to consultants
  • Participate in the key digital projects in order to increase the online penetration through working with different key stakeholders to improve the layout and functions of investment corner in the public website; and take the lead of training and promotion of digital capabilities.
  • Manage channels performance through implementing sales incentive campaigns and activities
  • Lead the publication of Unit Trust marketing materials such as publication of funds commentary
  • Conduct product due diligence for launch of new funds and on-going monitoring of on-the-shelf products
  • Maintain a high standard of customer service and react positively to consultants or customer requests
  • Ensure workflow and practices are in compliance with internal guidelines and regulatory authorities



  • University degree in Business Administration, Finance, Economics or relevant disciplines
  • 4 - 6 years relevant experience in asset management field
  • Solid knowledge of investment products, i.e. Funds, Discretionary Portfolios will be an advantage
  • Experience in investment system development will be an advantage
  • Meticulous, proactive and self-motivated, good team player and able to work independently
  • Good interpersonal and communication skills, strong command in spoken and written English and Chinese
  • Proficiency in MS Office application


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. CT3112755-01#0584
  • N/A
Job Function
  • North Point
Employment Term
  • Permanent
  • Full-time
  • 4 years - 6 years
Career Level
  • Middle management level
  • Degree