Client Services Trainee - Top Us Investment Bank!

Hong Kong, Hong Kong
Last update 2024-02-22
Expires 2024-03-22
ID #2023068723
Client Services Trainee - Top Us Investment Bank!
Hong Kong, Hong Kong,
Modified February 8, 2024


About Our Client Our client is a well-known established US investment bank that provides wealth and investment services for more than 400 years of history in over 40 countries.

They are currently looking for a Client Services Trainee to be responsible for account opening, client servicing and support Private Bank relationship manager in building relationship.

Job Description Assist Private Bank Relationship Managers in establishing client relationships.

Manage account opening and ensure compliance with KYC (Know Your Customer) documentation requirements.

Execute client orders for global securities transactions.

Provide support in addressing client inquiries and concerns.

Capture, monitor, and prepare reports for management to identify trends and assess business risk.

Collaborate closely with various Product Desks to gain valuable insights and perspectives.

The Successful Applicant Bachelor's Degree holder of Business Administration, Finance or relevant discipline Fresh graduate with Private banking intern experience or 2 years of working experience in banking industry, preferably in front office or client servicing field Strong attention to detail, technical skills with clear and logical manner Work collaboratively with team member Strong quick learning ability to understand policies, procedures, systems, process and controls Excellent of written and verbal communication skills in English and Chinese What's on Offer Stimulating and challenging work Great global exposure Competitive remuneration package 7 days of AL Medical benefits included

Job details:

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

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