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Senior Customer Service and Relationship Officer

Noble Apex Advisors Limited

  • Company Industries:Others

Job Information

  • Post Date:2019-06-12
  • Career Level:Not Specified
  • Location:Eastern Area
  • Qualification:Not Specified
  • Salary:Salary provided
  • Employment Type:Not Specified
  • Benefits:Full Time, Permanent

Job Description

Responsibilities:

  • With competitive salary and bonuses, the incumbent will play a key role in both client relationship development and customer service
  • Manage a portfolio of existing relationships and explore new relationships for new business opportunities
  • Perform clients' account opening and document checking according to internal guidelines and ensure full compliance in of rules and regulations
  • Provide proactive and comprehensive client services in transaction operations, financial planning  for premium individual clients
  • Collaborate with marketing team to develop and maintain good relationships with potential and existing clients
  • Candidate with more experience will be considered as Assistant Manager or Manager

Requirements:

  • University degree with minimum 3 years’ relevant experience in banking and finance
  • Current SFC (Type 1 and Type 4) license holder
  • Strong sales and communication skills
  • Sound knowledge of financial products
  • Fluent in written and spoken English and Cantonese with native Mandarin is an advantage

Company Info

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