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