CICC

Wealth Management - Project Intern - IWM(Sales Support)

Hong Kong, Hong Kong SARSales

About the role

FinEx AI summary

Intern supporting wealth management sales by handling client enquiries, liaising with internal departments, preparing account opening documents, following client onboarding procedures, and maintaining client profiles.

Core skills

MS OfficeExcelClient OnboardingAccount OpeningClient Relationship ManagementEnglish

Similar roles

More live opportunities matched by discipline and skills.

Explore all roles →

Sales

Wealth Management - Private Wealth Advisor - HK

CICC

Hong Kong, Hong Kong SAR · HK$66,500–83,500/mo (AI-estimated)

Sales

Wealth Management - Private Wealth Director - HK

CICC

Hong Kong, Hong Kong SAR · HK$100,000–150,000/mo (AI-estimated)

Sales

Wealth Management Manager

Manulife (International) Limited

Kwun Tong, Kwun Tong District · HK$25,000–50,000/mo (AI-estimated)