Wealth Management Trainee Program

Our company is looking for an ambitious Management Trainee to jumpstart their career in account and relationship management. Set within a dynamic financial services environment, this full-time role offers an exceptional launchpad for your professional growth. You will gain hands-on exposure to all facets of client relationship management, financial products, and business operations. Guided by experienced industry professionals, you will build a rock-solid foundation in banking and master the art of nurturing meaningful corporate relationships.

What you'll be doing

1. Supporting senior account managers in managing and servicing client accounts across various segments
2. Assisting with the development and maintenance of client relationships through regular contact and follow-up activities
3. Gathering client information and preparing comprehensive account analysis reports
4. Processing account transactions, documentation and administrative tasks efficiently and accurately
5. Learning about financial products and services to better understand client needs and provide informed recommendations
6. Participating in client meetings and presentations to understand best practices in relationship management
7. Identifying cross-selling opportunities and contributing to revenue growth initiatives
8. Supporting the team with data entry, filing, and general administrative duties as required
9. Contributing to the achievement of departmental targets and objectives

What we're looking for

1. A relevant degree or diploma in finance, business, economics or a related field

2. Strong communication and interpersonal skills with the ability to build rapport with clients and colleagues

3. Excellent organisational and time management abilities

4. Attention to detail and accuracy in handling financial information and documentation

5. Ability to work effectively in a team environment whilst showing initiative

Why Join Hiwin?

Hiwin is part of AIA International Limited, a leading global financial services group. We’re actively hiring for multiple positions in wealth management and finance.

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