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Manager, Wealth ManagementNoble Apex Advisors Limited
Manager, Wealth ManagementNoble Apex Advisors Limited
Job Highlights
  • Excellent career opportunity
  • Happy working environment
  • Young & energetic team
Job Description

iFund is a fund trading platform designed and developed by Noble Apex Advisors Ltd, a SFC licensed corporation for Type 1, 4, 9 regulated activities with over 20 years of experience in the finance industry. 

 

Our Wealth Management Team helps clients in planning, growing and preserving their wealth through customized wealth management products and solutions.  We are currently seeking qualified candidates to join the team as Manager.  

 

 

Responsibilities

  • Explore, develop and expand the wealth management business with a target on High-net-worth individual and premium retail market;
  • Identify key clients, establish and maintain strong relationships and implement proper sales strategy and deliver KPIs as agreed;
  • Appropriately advise and identify relevant financial products and services to meet existing and prospective clientele needs including but not limited to the provision of company products and other suitable investment and insurance products;
  • Business planning and initiate business development action items in response to market trends.

 

Requirements

  • University degree or equivalent, with qualifications in IIQE and current license holder of SFC Type 1 and Type 4;
  • Minimum 5 years’ frontline experience with exposure of handling high net worth individuals in retail banking and/or insurance;
  • Knowledgeable in investment and insurance products;
  • Excellent customer service skill and mindset with strong attention to detail;
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus.

 

We offer a competitive salary with generous production bonuses.

 
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.
 
Additional Information
Career Level
Middle
Qualification
Degree
Years of Experience
3 years
Employment Type
Full Time, Permanent
Benefits
Five-day work week, Medical insurance, Performance bonus
Company details

Established in 1998, Noble Apex Advisors Limited is a SFC licensed corporation which had transformed from a traditional wealth management boutique into a prominent WealthTech platform.