Wealth Management Internship Program (20K -25K) (Welcome IANG/TTPS)

Stephen Ho Financial Co.; Hong Kong; On-site; HKD 89,000 - 156,000; Full time

Job summary

Stephen Ho Financial Co. is offering a full-time Management internship in a dynamic financial services environment.

You will gain hands-on exposure to client relationship management, financial products, and business operations while being guided by experienced industry professionals. You will support senior account managers in servicing client accounts, help develop and maintain relationships through regular contact, and prepare comprehensive account analyses.

Qualifications

• Relevant degree or diploma in finance, business, economics or related field.
• Strong communication and interpersonal skills.
• Excellent organisational and time management abilities.
• Attention to detail and accuracy in handling financial information.
• Ability to work well in a team and take initiative.

Responsibilities

• Support senior account managers in managing and servicing client accounts.
• Develop and maintain client relationships through regular contact.
• Prepare comprehensive account analysis reports.
• Process account transactions, documentation and administrative tasks.
• Learn about financial products to provide informed recommendations.
• Participate in client meetings and presentations.
• Identify cross-selling opportunities to contribute to revenue growth.
• Assist with data entry, filing and general admin.
• Contribute to departmental targets and objectives.

Skills

Communication skills

Interpersonal skills

Organisational skills

Time management

Attention to detail

Teamwork

Initiative

Education

Finance/Business/Economics degree/diploma

Job description

A full-time Management internship role set within a dynamic financial services environment. 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 foundation in banking and master the art of nurturing meaningful corporate relationships.

Key responsibilities

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

About you

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 Intern?
• What is your highest level of education?

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