Job ref no.: CT3118201-01#4018

Relationship Manager (Retail Banking)

Noble Apex Advisors Limited

Benefits
  • 5-day week
  • 13-month pay
  • Discretionary bonus
  • Medical plan

To cope with our new development, we are looking for suitable candidates to join our customer services team:

 

Role and Responsibilities

  • Reporting to the responsible manager, provide all round customer services to HNW clients
  • Working on company client base to explore new and potential business opportunities
  • Support on account opening, and relevant compliance and operational procedures
  • Handle client enquiries, complaints and instructions in a timely and professional manner
  • Maintain and update customer data base and other relevant information
  • Provide support in sales presentation and ad hoc projects

 Qualifications and Education Requirements

  • University graduated with minimize 3 years of client servicing or sales experience in banking and finance
  • Experience in serving HNW clients in retail or private banking an advantage
  • Holder of Active Type 1, 4 licences, Type 9 preferred
  • Active IIQE licences preferred but not a must
  • Basic knowledge of mutual funds, operational procedures and systems
  • Team player with excellent interpersonal and communication skills
  • Fluency in English, Cantonese and Mandarin

We offer long-term career prospect and competitive salary package to the right candidates. Interested parties please apply with your full resume stating present and expected salary to [via CTgoodjobs Apply Now ] 

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#4018
Salary
  • N/A
Job Function
Industry
Location
  • North Point
Employment Term
  • Permanent
  • Full-time
Experience
  • 3 years - 8 years
Career Level
  • Middle management level
Education
  • Degree