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Private Wealth Management (Director / Associate Director)

Noble Apex Advisors Limited

  • Company Industries:Others

Job Information

  • Post Date:2019-02-22
  • Career Level:Senior
  • Location:Eastern Area
  • Yr(s) of Exp:10 years
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Private Banking  

Job Description

iFund is a fund trading platform designed and developed by Noble Apex Advisors Ltd, a specialised financial firm with over 20 years of experience in the finance industry.  Due to the recent business expansion, we are looking for qualified candidates to fill the following position.  Noble Apex Advisors Ltd is a SFC licensed corporation for Type 1, 4, 9 regulated activities.

 

Responsibilities
 
  • Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth;
  • Work as a partner with clients to meet their financial needs and goals;
  • Proactively advise and consult with clients on financial services available, investment options and wealth planning;
  • Closely monitor the performance of client accounts, to ensure that the accounts are  performing according to client needs;  
  • Research on investment and financial products to best fit the needs and objectives of clients;
  • Keep current with market updates and trends;
  • Maintain sound knowledge and understanding of applicable legislation and regulations to ensure compliance requirements are observed at all times.
 
Requirements
 
  • Minimum 10 years of work experience in private banking industry with strong track record;
  • Strong analytical and decision-making skills;
  • Strong understanding of financial and wealth products;
  • Experience in thorough understanding the financial needs of all types of clients;
  • Current Holder of SFC Types 1 and 4 licences;
  • Excellent business development and sales skills;
  • Comfortable working in a fast-paced environment and can maintain professionalism in challenging environment;
  • Well-organized, customer-service oriented, and driven by a desire to consistently achieve top results.
We offer excellent career prospect and very competitive salary package for the right candidate.
 
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 hr @nobleapex.com.hk.

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.

Company Info

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