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Senior Treasury Officer (Ref: SO / TREA-TO)
Orient Overseas Container Line (OOCL)
- Accounts Payable
- Customer Service
Manager, Business Development
Location: North Point
As the leading financial advisory firm in Hong Kong, Convoy upholds its core values of Passion, Integrity and Professionalism in providing the best advices and service to help customers investing in their future.
We are looking for high calibre candidates to share our vision and venture our success.
- Manage sales channels to drive sales and achieve business target
- Conduct training and briefing to the consultancy force to enhance their investment and product knowledge and ensure full compliance with regulatory and internal requirements
- Conduct regular coach the consultancy force for sales tactics and participate in joint-call activities on request and need basis
- Plan and lead sales activities for product launch and promotion
- Assist in producing marketing and presentation materials to ensure the sales pitches are well articulated and the products are effectively marketed
- Handle consultants’ enquiries and analyze their enquiries to identify gaps in trainings and product offerings
- Lead projects and drive initiatives to improve client experience
- Review current sales process and identify areas for improvement in order to enhance sales quality and customer experience
- Understand the industry development and translate into business opportunity
- Perform ah-hoc assignments and projects if necessary
- University degree in Finance and Economics, or other relevant discipline.
- Minimum 5 years’ relevant experience in financial industry, with good knowledge of investment products
- Professional qualification of CFA, CFP will be an advantage
- Good interpersonal, communication and analytical skills
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
- Meticulous, self-motivated and strong drive to succeed and ability to work independently as well as being a good team members
- 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 by clicking Apply Now 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)
|Career Level||Intermediate (3-6 years)|
|Qualification||Certified Financial Planner (CFP)|