Management Trainee - Risk

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