Client Services Trainee - Top Us Investment/Private Bank

anonymous company - Hong Kong
30+ days ago (23/04/2024)

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


  • Bachelor's Degree in Economics, Finance or business management related discipline
  • 1-2 years of working experience in account opening/ client onboarding/ trade execution for private banking/ corporate banking clients within banking industry. Fresh graduate with relevant internship experience is welcomed too
  • ASMTP / QMAS / TTPS /IANG holders preferred and native Mandarin speaker is preferred
  • 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 Mandarin and English

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Client Services Trainee - Top Us Investment/Private Bank

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