Client Services Trainee - Top Us Investment/private Bank!

Hong Kong, Hong Kong
Last update 2024-02-22
Expires 2024-03-22
ID #2021061268
Client Services Trainee - Top Us Investment/private Bank!
Hong Kong, Hong Kong,
Modified February 6, 2024


About Our Client Our client is the one of the largest American investment banks, headquartered in New York City.

They are now looking for a Client Services Trainee to join their private wealth management division to handle account openings, KYC documentation and trade executions for Ultra High Net Worth clients.

The private wealth management division provides highly personalized, best in class investment advice, execution services, wealth management and banking solutions to Ultra High Net Worth individuals and families across the region.

Job Description Responsible for account openings, client onboarding, KYC documentations for Ultra High Net Worth clients Support private bank relationship managers in building and maintaining relationships with clients and attending to client queries Execute client trade orders for global securities transactions Capture, monitor and prepare reports for management to identify trends in assessing the risk of the business Work closely with different products desks The Successful Applicant Bachelor's Degree in Economics, Finance or business management related discipline 2+ years of working experience in account opening/ client onboarding/ trade execution for private banking/ corporate banking clients within banking industry HKSI paper 1 passed (at least passed before onboarding) Comfortable with numbers, analytics and Microsoft Office applications, able to work under pressure and tight timeframe Highly fluent in English and Mandarin What's on Offer International and dynamic working environment Intensive training and development and a fast-track career Competitive remuneration and benefit packages Stimulating and challenging work with huge exposure Potential temp to perm opportunity after the program

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Client services trainee - top us investment/private bank!

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