Client Services Trainee – Private Wealth

Our client, a leading global financial institution, is hiring a Client Services Trainee to support its Private Wealth Management team. This 1-year structured program provides hands-on training and exposure to ultra-high-net-worth clients.
Key responsibilities
Support relationship managers in client servicing
Assist with account opening and KYC
Execute investment transactions
Handle client enquiries
Prepare reports and monitor risks
Requirements
Degree in Finance, Business, Economics or related field
1–2 years of financial services or client-facing experience
Strong communication and service mindset
Fluent English; Mandarin or Cantonese preferred
CACS Paper 1 and Paper 2 required
What's in it for you
Structured training program
Exposure to private wealth clients
Opportunity for permanent conversion
Seniority level
Entry level
Employment type
Contract
Job function
Finance and Customer Service
Industries
Financ...