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
Responsibilities
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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