Client Services Trainee (12 months contract)

Are you ready to elevate your career in the dynamic world of a top-tier private bank? We are seeking highly motivated individuals to join our division as a Trainee. This is your chance to be a part of an elite team that offers top-notch investment advice, execution services, and wealth management solutions across the region. Key Responsibilities: Supporting Relationship Managers in building and maintaining client relationships Handling account openings and KYC documentation Executing client orde

Hays - Hong Kong - Full time

Salary: Competitive

Are you ready to elevate your career in the dynamic world of a top-tier private bank? We are seeking highly motivated individuals to join our division as a Trainee. This is your chance to be a part of an elite team that offers top-notch investment advice, execution services, and wealth management solutions across the region.

Key Responsibilities:
  • Supporting Relationship Managers in building and maintaining client relationships
  • Handling account openings and KYC documentation
  • Executing client orders for global securities transactions
  • 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


Ideal Candidate Profile:
  • Bachelor's degree from university (preferably in Finance, Business Management, Economics or related disciplines)
  • 0 - 2 years of relevant financial services experience, preferably in relation to frontline 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 a keen interest in the private banking industry
  • Able to work under pressure and a tight timeframe
  • Willing to take HKSI paper 1/currently a HKSI paper 1 holder


Why Join Us?
Be part of a dynamic and energetic team, working alongside international finance professionals.
If you are passionate about developing a career in one of the most prestigious banks in the world, this is the perfect opportunity for you!
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