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Client Services Trainee - Top US Investment/Private Bank!

Tsim Sha Tsui Permanent HK$30,000 - HK$33,000 per month (HK$360,000 - HK$396,000 per year) View Job Description
Our client is a top American Investment Bank and they are looking for Client Services Trainee to join the private wealth management division to handle account opening, KYC documentation and trade executions for Ultra High Net Worth clients. The candidate should have 1-2 years of working experience in ARM/ account opening/ client onboarding for private/ corporate banking clients. Fresh graduates are welcomed.
  • International and dynamic working environment
  • Intensive training and development and a fast-track career

About Our Client

Our client is the one of the largest American investment banks/ private 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 opening, 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
  • 1-2 years of working experience in ARM/ account opening/ client onboarding/ trade execution for private banking/ corporate banking/ institutional clients within banking industry
  • Fresh graduates are also welcomed
  • HKSI paper 1 passed (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
Contact
Esther Liu
Quote job ref
JN-022025-6678556
Phone number
+852 3602 2485

Job summary

Function
Banking & Financial Services
Specialisation
Compliance & Legal
What is your area of specialisation?
Financial Services
Location
Tsim Sha Tsui
Job Type:
Permanent
Consultant name
Esther Liu
Consultant phone
+852 3602 2485
Job Reference
JN-022025-6678556

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.