Job Description
Job scope
- Immerse in hands‑on experience in private wealth management
- Client onboarding and account maintenance
- Learn about investing and asset classes via comprehensive training programs
- Specialize in financial products including bonds, funds, structured products and OTC derivatives
- Become proficient in product management and client engagement
- Complete training modules on investing and financial products
- Support Sales on day‑to‑day tasks including: client enquiries, account opening and review, complete relevant documentation requirements, pre‑trade, trade and post‑trade processes, and documentation requirements
- Support the Products team on day‑to‑day engagement and operation including: product design and pricing, product lifecycle management, product performance and portfolio review, and product due diligence (backup)
- Participate in the Products team ad...
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