Wealth Management Intern (10K -20K)

Stephen Ho Financial Co.; Hong Kong; On-site; HKD 89,000 - 179,000; Full time

Job summary

Stephen Ho Financial Co. is seeking an ambitious Management Intern to kickstart a career in account and relationship management within a dynamic financial services environment.

You will gain hands-on exposure to client management, financial products and business operations, guided by experienced professionals, building a solid foundation in banking and corporate relationships.

Qualifications

• Relevant degree or diploma in finance, business, economics or related field.
• Strong communication and interpersonal skills are required.
• Excellent organisational and time management abilities are essential.
• Attention to detail and accuracy in handling financial information.

Responsibilities

• Support senior account managers in managing and servicing client accounts across various segments.
• Assist with development and maintenance of client relationships through regular contact and follow-up activities.
• Gather client information and prepare comprehensive account analysis reports.
• Process account transactions, documentation and administrative tasks efficiently and accurately.
• Learn about financial products and services to better understand client needs and provide informed recommendations.
• Participate in client meetings and presentations to understand best practices in relationship management.
• Identify cross-selling opportunities and contribute to revenue growth initiatives.
• Support the team with data entry, filing, and general administrative duties as required.
• Contribute to achieving departmental targets and objectives.

Skills

Communication skills

Interpersonal skills

Organisational skills

Time management

Attention to detail

Teamwork

Education

Finance/Business/Economics degree or diploma

Job description

Our company is looking for an ambitious Management Intern 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

Ability to work effectively in a team environment whilst showing initiative

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as a Wealth Management Trainee?
• What is your highest level of education?

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