Management Trainee - Risk Management (Mainland China Focus)
Position Overview:
Join our Asset Management Team to develop a strong foundation in wealth management and private banking. Gain hands-on experience while contributing to various initiatives, including estate planning and trust services.
Key Responsibilities:
Financial Analysis:
Conduct financial analysis and provide tailored private banking services to clients from Mainland China, focusing on their unique needs.Relationship Building:
Foster and maintain strong relationships with potential and existing clients through networking and business activities, emphasizing trust and personalized service.Estate Planning and Trust Services:
Assist in setting up family office structures and provide clients with comprehensive estate planning solutions, including trust services to protect and manage their wealth.Client Presentations:
Create and deliver engaging marketing materials that effectively showcase our family office services, including wealth management, estate planning, and trust administration.
Qualifications:
Bachelor’s degree in finance, business administration, or a related field.
Strong analytical skills with a focus on investment management and estate planning.
Excellent communication and interpersonal abilities.
Prior internship or experience in finance or wealth management is a plus.
Requirement:
Contact phone number must be a WhatsApp-enabled number
Employer questions
- Which of the following statements best describes your right to work in Hong Kong?
- How many years' experience do you have as a Management Trainee?
- What is your highest level of education?
- How many years' experience do you have as a Wealth Management Intern?
- How many years experience in Private Wealth Management do you have?