Wealth Management Intern: Client Onboarding & Projects

CICC; Hong Kong; On-site; HKD 201,000 - 312,000; Full time

Job summary

CICC in Hong Kong is seeking an organized administrative professional to support client onboarding and account servicing. You will handle enquiries and liaise with internal teams to fulfill client requirements.

Prepare account opening documents, update client profiles, and perform ad hoc tasks in a fast-paced environment. Fluency in English and Chinese is required; Mandarin is a plus, and finance/economics majors are preferred.

Qualifications

• Must be well organized with attention to detail.
• Strong interpersonal and communication skills with a positive attitude.
• Proficient in MS Office, especially Excel.
• Self-starter who works well in a fast-paced environment.
• Good command of English and Chinese; Mandarin fluency preferred.
• Finance or Economics-related major preferred.

Responsibilities

• Assist in handling client enquiries and liaise with internal departments to fulfill client requirements.
• Prepare account opening documents and follow onboarding procedures.
• Assist in updating and maintaining client profiles.
• Perform ad hoc tasks as assigned.

Skills

Well organized

Detail oriented

Interpersonal skills

Communication skills

Self-starter

Positive attitude

Team collaboration

Education

Finance/Economics

Tools

MS Office

Excel

Job description

CICC in Hong Kong is seeking an organized administrative professional to support client onboarding and account servicing. You will handle enquiries and liaise with internal teams to fulfill client requirements.

Prepare account opening documents, update client profiles, and perform ad hoc tasks in a fast-paced environment. Fluency in English and Chinese is required; Mandarin is a plus, and finance/economics majors are preferred.