ASSISTANT RM INTERN

Client Support: Assist in managing high-net-worth client relationships, ensuring the delivery of customized investment strategies and portfolio management.

Asset Allocation: Learn the process of asset allocation and investment management, providing assistance in preparing investment recommendations and reports for clients.

Client Meetings: Attend client meetings and shadow experienced Relationship Managers to understand how financial products and services are tailored to meet clients’ needs.

Market Research: Conduct market research and analysis to help identify investment opportunities and assist with portfolio performance tracking.

Cross-team Collaboration: Collaborate with internal teams, including investment, risk management, and compliance, to ensure seamless service delivery to clients.

Client Service Excellence: Assist in delivering an exceptional client experience, ensuring client satisfaction through proactive communication and prompt resolution of queries.

Requirements

Education: Currently pursuing a Bachelor’s degree (3rd or 4th year) or Master’s degree in Finance, Economics, Business, or a related field.

Skills: Strong analytical skills with attention to detail. Familiarity with financial markets, investment products, and wealth management principles is a plus.

Language: Mandarin and English, with excellent communication skills.

Personal Attributes: Highly motivated, eager to learn, proactive, and able to work well in a team environment.