Management Trainee - Family Office

Position Overview: Join our Family Office as a Management Trainee 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: Financial Analysis: Conduct financial analysis and provide tailored private banking services to clients, focusing on their unique needs. Relationship Building: Foster and maintain strong relationships with potential and existing clients through networking and business activities, emphasizing trust and personalized service. 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. Client Presentations: Create and deliver engaging marketing materials that effectively showcase our family office services, including wealth management, estate planning, and trust administration. Qualifications: Grade E / Level 2 / “Attained” or above in 5 subjects of HKCEE / HKDSE, including English and Chinese Languages. At least 1 year of working experience in customer relations, sales or other roles. 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. Able to understand spoken Cantonese (speaking not required). Undergraduate will not be considered for this requirement. Contact phone number must be a WhatsApp-enabled number.