← All roles

CICC

Wealth Management-Project Intern-AWM

Hong Kong, Hong Kong SAROperations

About the role

FinEx AI summary

Intern supporting an asset and wealth management team by handling client enquiries, liaising with internal departments, preparing account opening documents, following onboarding procedures, and maintaining client profiles. Requires strong organisation, Excel skills, and good English and Chinese, with Mandarin preferred.

Core skills

MS OfficeExcelClient OnboardingAccount OpeningClient Relationship ManagementCommunication

Similar roles

More live opportunities matched by discipline and skills.

Explore all roles →