Save Job Back to Search Job Description Summary Similar JobsIntensive training and development and a fast-track careerCompetitive remuneration and benefit packagesAbout Our ClientOur client is the one of the largest American investment/ 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. The program is designed to develop and grow future Client Service Manager professionals within the Private Wealth Management. The program begins with an intensive training bootcamp followed by structured on‑the‑job training and deployment.Job DescriptionResponsible for account opening, client onboarding, KYC documentations for Ultra High Net Worth clientsSupport private bank relationship managers in building and maintaining relationships with clients and attending to client queries in a timely and professional mannerExecute client trade orders for global securities transactionsPrepare reports and monitor risk indicators to help assess business trendsWork closely with different internal stakeholders to gain front‑to‑back exposureThe Successful ApplicantBachelor's Degree in Economics, Finance or business management related discipline1-2 years of working experience in account opening/ client onboarding/ client services/ trade execution/ ARM for private banking/ corporate banking/ institutional clients within banking industryFresh graduates with relevant internships are also welcomedHKSI paper 1 passed (passed before onboarding)Grounded, client-focused approach with strong service orientationStrong team player, with the ability to work under pressure and tight timeframeHighly fluent in English and native in Mandarin/ CantoneseWhat's on OfferIntensive training and development and a fast-track careerCompetitive remuneration and benefit packagesInternational and dynamic working environmentPotential temp to perm opportunity after the program20 days ALContactEsther LiuQuote job refJN-022026-6938790Phone number+852 3602 2485Job summaryFunctionBanking & Financial ServicesSpecialisationCompliance & LegalWhat is your area of specialisation?Financial ServicesLocationKowloonJob Type:PermanentConsultant nameEsther LiuConsultant phone+852 3602 2485Job ReferenceJN-022026-6938790
