Job ref no.: CT3118201-01#4017

Private Banking Manager

Noble Apex Advisors Limited

Benefits
  • 5-day week
  • Discretionary bonus
  • Medical plan

Responsibilities 

  • Working closely with the CEO in strategy & planning for wealth management services for high net worth clients from private banking
  • Through own sourcing and from own network, identify opportunities and talents to build up business with growth and long-term development
  • Identifying potential new clients and working with them to build up a relationship with the goal to manage their wealth
  • Providing proactively advise and consult with the clients, explain the type of financial service available, educating them about investment options and potential risks and recommending investments
  • Monitoring closely the performance of client accounts, to ensure that accounts are behaving positively and meeting client needs
  • Meeting deadlines and sales targets
  • Working with other teams and departments to involve in ad hoc marketing projects, product development and product launch
  • Be alert to the market trend in order to provide the Company with first-hand information and for best strategic planning

 Requirements

  • University degree with minimum 20 years’ relevant experience
  • SFC (Type 1, Type 4 & Type 9) license holder
  • Strong experience in private banking
  • Excellent business development and marketing skills
  • Proficiency in spoken and written English, Cantonese and Mandarin
  • Excellent communication, management and leadership skills

 

Please visit our website:  https://www.ifund.com.hk  

We offer rewarding remuneration to the right candidate. Interested parties please apply by email with full resume stating present and expected salary to [via CTgoodjobs Apply Now ]. Shortlisted candidates will be reached by telephone for interview.

Applicants not invited for interview six weeks from date of application may consider their applications unsuccessful. We are an equal opportunity employer. All information collected will be used for recruitment purpose only.

 

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3118201-01#4017
Salary
  • N/A
Job Function
Industry
Location
  • North Point
Employment Term
  • Permanent
  • Full-time
Experience
  • 20 years or above
Career Level
  • Senior management level
Education
  • Degree