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Senior Manager, Propositions (Digital Wealth Management)Convoy Global Holdings Limited
Senior Manager, Propositions (Digital Wealth Management)Convoy Global Holdings Limited
Job Highlights
  • Develop strategies for Customer Experience
  • Develop Customer Engagement & Acquisition
  • Newly created role for Digital Business
Job Description

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.

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


  • Initiate and develop forward-thinking strategies for enhancing customer experience to create an industry-leading investment platform
  • Plan, lead and develop customer engagement and acquisition strategies through digital channels
  • Conduct customer and market analysis to identify business opportunities and maximize asset penetration
  • Enhance customer loyalty and engagement to deepen client relationship, prevent client from churning and retain their asset
  • Identify fintech partner and affiliate network to extend reach on potential market segments
  • Enhance conversion funnel of direct and digital channels to maximize sales conversion and improve customer experience
  • Define business goals with Profit and Loss accountability to maximize value to client and business, and competitiveness in the marketplace
  • Proactively lead and initiate customer journey projects to improve customer experience
  • Lead and facilitate cross-teams’ workshops on journey design
  • Monitor feedback on various client touch points from client’s perspective
  • Work closely with Business Intelligence team and to uplift customer experience and achieve aligned KPIs
  • Development of new servicing model and channels to empower direct business and integrated self-service facilities
  • Assist Head of Digital Wealth Management to implement and manage business and service propositions strategy
  • Collaboration across internal and external stakeholders on business development initiatives
  • Work with internal legal and compliance team and external regulatory bodies to ensure digital platforms are fully comply with applicable guideline for investment products and services


  • University graduate with 10+ years of experience in business development and customer engagement / acquisition related position, experience in financial and asset management industry would be an advantage
  • Experienced manager with a track record of introducing new business from retail markets through direct and digital
  • Priority focus on lead generation and a hunger to win sales in the individual market sector
  • Knowledge in retail market and financial products, and understanding of individual customer behavior is a plus
  • Excellent project management and coordination skills
  • A self-starter with high level of initiation and strong sense of ownership
  • An active team player with the ability to lead and inspire others
  • Innovative thinker with excellent analytical, problem-solving and decision-making skills
  • Self-motivated and able to work independently
  • Experience of managing and delivering strategic and tactical projects
  • Problem analysis, management and resolution skills
  • Knowledge of regulatory environment in HK market is a plus
  • Strong command in spoken and written English, Chinese and Mandarin


We offer competitive remuneration including career prospects to the right candidate. Interested parties please send detail resume with availability, current and expected salary to Human Resources Department, Convoy Global Holdings Limited, 39/F @CONVOY, 169 Electric Road, North Point, Hong Kong or by clicking the Apply Now button 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)


Additional Information
Years of Experience
10 years
Employment Type
Full Time, Permanent
Dental insurance, Education allowance, Five-day work week, Life insurance, Medical insurance, Performance bonus
Company details

Welcome to the Convoy family! Having a sizable financial advisory team in Hong Kong with thousands of professional financial consultants in Asia Pacific Region, we are committed to becoming one of Asia’s leading financial services providers over the long-term.

To achieve this goal, we take pride in having you as part of our family. At Convoy, we nurture your strengths and value your unique perspectives, and in return we expect you to share our passion.

We believe you’ll find working at Convoy a valuable experience in your career. Join us by submitting your full resume to [email protected]

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