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Wealth Management Trainee Program

Hiwin Financial Consultant Company 🇭🇰 Hong Kong, Hong Kong SAR Posted 19 days ago
Full-timeFinance
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 • Supporting senior account managers in managing and servicing client accounts across various segments • Assisting with the development and maintenance of client relationships through regular contact and follow-up activities • Gathering client information and preparing comprehensive account analysis reports • Processing account transactions, documentation and administrative tasks efficiently and accurately • Learning about financial products and services to better understand client needs and provide informed recommendations • Participating in client meetings and presentations to understand best practices in relationship management • Identifying cross-selling opportunities and contributing to revenue growth initiatives • Supporting the team with data entry, filing, and general administrative duties as required • Contributing to the achievement of departmental targets and objectives What we're looking for • A relevant degree or diploma in finance, business, economics or a related field • Strong communication and interpersonal skills with the ability to build rapport with clients and colleagues • Excellent organisational and time management abilities • 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 servi

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