康宏是香港領先的理財顧問公司,財務穩健,現正不斷擴大顧問團隊規模、培訓人才。康宏在亞太地區擁有數千位專業理財顧問,為客戶提供理財策劃、強積金、保險、資產管理等全方位金融服務。更連續多年獲得「香港卓越財務策劃公司大獎」殊榮,成績有目共睹。加入康宏,成為我們團隊的一份子,必定能讓您在事業旅途上實現理想。

康宏是香港領先的理財顧問公司,財務穩健,現正不斷擴大顧問團隊規模、培訓人才。康宏在亞太地區擁有數千位專業理財顧問,為客戶提供理財策劃、強積金、保險、資產管理等全方位金融服務。更連續多年獲得「香港卓越財務策劃公司大獎」殊榮,成績有目共睹。

加入康宏,成為我們團隊的一份子,必定能讓您在事業旅途上實現理想。

Wealth Management Manager (Basic + commission up to HKD 38,000)

Job level Middle
Work exp No work experience To 2 Years
Education Bachelor Degree
Language Chinese - Cantonese
Location
Within Hong Kong
Employment type Full Time
Benefits 5-day week, Discretionary bonus, Education subsidies, Flexible working hours, Insurance plan, Medical plan, Staff loan, Stock option
Industry Financial Services / Investment / Securities
Job function Insurance > Insurance Agent / Broker
Published On 24/05/2019
Requirements
  • University degree in Business, Economics, Finance or related discipline
  • Good communication skills with analytical mind
  • A self-confident, outgoing energetic team player
  • Not prefer to working in bank or insurance company with limited services
  • Ready to provide comprehensive financial services inculding insurance, funds, stocks, loan, oversea property, MPF......
  • Previous working experience is an advantage
  • With IFA background maybe considered as Senior Wealth Management Manager
 

 

If you are confident to take this challenge, please submit your application by clicking All personal data collected will be kept confidential and used for recruitment purposes only.

“Ten years to polish a sword.”

Convoy Global, a Hong Kong-based financial advisor, is pursuing a fintech strategy along the same lines as this Chinese proverb. After a long period of investments, notably U.K. robo-advisor Nutmeg, Convoy’s blade is polished, and the firm is ready to attack the Asian market.

These initiatives include a package of services for Asian clients that includes robo-advisory and cross-border payments at interbank FX rates, all wrapped up in . Online comparison for insurance agents could also follow as an entrée into digital insurance.a licensed virtual bank. Right now the Nutmeg deal has made the biggest splash.

Michael Yap, head of venture capital at Convoy, told DigFin that Nutmeg will launch services in Hong Kong in the second half of this year, following beta testing beginning this spring, subject to regulatory approval.

“We are actually ready from an operations perspective,” Yap said. “We want to localize marketing and customer acquisition.”

From high-touch to digital

The firm’s plan: to take a high-touch financial-planning business into the digital world. “Our goal is to get to a 50/50 split between quality, high-touch coverage, and digital distribution,” Yap said, declining to specify how long this might take.

Earlier this month, Convoy and Goldman Sachs announced a £45 million ($51 million) investment in the robo, Britain’s largest (and Europe’s, too). Convoy was responsible for ($29 million), although Yap wouldn’t reveal the exact figure.as much as £25 million

This is actually Convoy’s second investment in Nutmeg, Both rounds represent the largest investments ever in a European digital wealth manager.following a £24 million ($27 million) deal in 2016.

Yap explained the second tranche was driven by Nutmeg’s performance.

“We have an inside look at the company because we sit in the board. Its AUM is growing rapidly.”

But Nutmeg is just one of several fintech plays. Convoy has also taken stakes in Tandem, a U.K. virtual bank; in Oscar, the U.S. insurtech; and in CurrencyFair, a money transfer operator.

Virtual banking bid

Tandem is supporting Convoy’s bid for a virtual banking license. Matthew Ford, product and marketing director at Tandem, told DigFin the firm’s license application is still live, part of the Hong Kong Monetary Authority’s final round.

CurrencyFair, meanwhile, intends to launch a travel card for low-cost foreign exchange in Hong Kong. The firm also intends to launch payment solutions this year by initially targeting domestic helpers, said Edmond Leung, managing director at CurrencyFair.

There is no immediate plan to do anything in Asia directly related to Convoy’s stake in Oscar, a healthcare insurance player, but Convoy executives say they are looking at insurtech ideas such as a comparison service for its financial planners.

“Convoy has never been a pure financial investor in any of our fintech investments,” Yap said. “Whenever we make an investment, we have a long-term view to work with the partners. We wouldn’t have done it if there wasn’t a way to make it work in Hong Kong.”