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:

  1. Financial Analysis:
    Conduct financial analysis and provide tailored private banking services to clients from Mainland China, focusing on their unique needs.

  2. Relationship Building:
    Foster and maintain strong relationships with potential and existing clients through networking and business activities, emphasizing trust and personalized service.

  3. 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.

  4. 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


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Employer questions

Your application will include the following 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?

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