Our client is a well-known Investment Bank with global operations. Currently, they are looking for a Trainee to join their PWM team in client services such as KYC and Account Opening etc.

Candidates with prior banking experience would be a plus.

Client Details

Our client is a well-known Investment Bank with global operations. Currently, they are looking for a Trainee to join their PWM team in client services such as KYC and Account Opening etc.

Candidates with prior banking experience would be a plus.

Description

• Assisting Relationship Managers in building and nurturing client relationships.
• Managing account openings and ensuring compliance with KYC documentation.
• Executing client orders for global securities transactions.
• Addressing client inquiries and providing timely assistance.
• Capturing, monitoring, and preparing reports for management to identify business risk trends.
• Collaborating closely with various Product Desks to gain valuable insights.

Profile

• Bachelor's degree in Finance, Business Management, Economics, or a related field from a recognized university.
• Over 2 years of experience in financial services, especially in client-facing roles.
• Proficient in English; fluency in Mandarin and/or Cantonese is preferred.
• Comfortable with numbers, analytics, and Microsoft Office.
• A proactive team player with a strong interest in private banking.
• Able to work well under pressure and meet deadlines.

Job Offer

• Investment Banking
• Excellent exposure
• Close to MTR

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact 6102426 on +852 3602 2426