Client Services Trainee Development Program

Brilliant Job Opportunity in an Investment Bank!
Your new company
The Firm's Private Wealth Management department is an integrated business within Institutional Securities. The department provides highly personalised, best-in-class investment advice, execution services and wealth management and banking solutions to Ultra High-Net Worth individuals and families across the region.

The Firm is recruiting Client Services Talents (CST) to be a part of a training program following an opportunity for you to be deployed to different teams within the business.

Your new role
As a Client Services Trainee, you will be responsible for some or all duties below:
  • Supporting Private Bank Relationship Managers in building and maintaining relationships with clients
  • Handling account openings and KYC documentations
  • Executing client orders for global securities transactions
  • Assisting to attending to client queries
  • Capturing, monitoring and preparing reports for management to identify trends in assessing the risk of the business
  • Working closely with different Product Desks to gain perspectives

What you'll need to succeed
To be a successful applicant, you will have the following:
  • Bachelor’s degree from university (preferably in Finance, Business Management, Economics or related disciplines)
  • 2+ years of relevant financial services experience, preferably in relation to front line client service
  • Fluent in English and native Mandarin or/and native Cantonese
  • Comfortable with numbers, analytics and Microsoft Office applications
  • Positive mindset and attitude
  • Proactive team player with keen interest in private banking industry
  • Able to work under pressure and tight time frame
  • Immediately available is highly preferred

What you'll get in return
  • Develop a fast-track career in one of the most prestigious banks in the world
  • Excellent opportunity to join a top-tier investment and private bank
  • Fantastic exposure in the Private Wealth Management business
  • Intensive training and development provided by banking professionals
  • Attractive salary package as a fresh graduate / junior candidate
  • Potential temp to perm opportunity after the program

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Job type:
Banking & Financial Services
Banking and Financial Services
Apply now

Talk to a consultant

Talk to Raven Bassi, the specialist consultant managing this position, located in Hong Kong

6604-06, 66/F, ICC, 1 Austin Road West, West Kowloon

Telephone: +60376118666

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