Business Summer Graduate Trainee Program 2019, Hong Kong

Graduate Trainee

A 10 or 12-week summer internship program to deepen your knowledge on the exclusive private wealth management space and professional investment sales.

What you’ll be doing

– You will be given great opportunities to develop your interpersonal skills through participating in cross functional projects with a boutique multi-family office. You’ll return to university with an international perspective on portfolio management, client relationship management, investment sales and marketing that will set you up for life.

– Work alongside portfolio managers based between Hong Kong and other geographic locations.

• Participate in pitching new venture capital sales projects with follow up calls and email follow ups

–  Responsible for increasing amounts of portfolio capital, from US$1m to US$20m.

–  Assist with liability-driven and high certainty of outcome portfolios to cater to client needs.

–  Assist with new research and trade execution of fixed income, equity, property, hedge fund, FX and derivatives portfolios.

–  Create regular portfolio review reports of client portfolio’s and risk metrics.

–  Complete all client KYC and on-boarding documentation.

–  Complete Statements of Advice and other client Strategy Documents.

• Be in charge of communication with UHNW individuals and families

Key responsibilities of the intern:

1. International Venture Capital Sales:

– Exposure yourself to the strong growing venture capital space.

– Analyze venture reports and detailed valuation models.

– Organize and create pitch decks and presentations.

– Experience first-hand the responsibility of a front-office sales professional in engaging reputable organizations.

– Handle venture capital sales initiative by engaging HNW families and senior investment managers.

– Manage the entire marketing process of making first contact, sales calls, campaigns, follow-up notes and etc, to nurture the relationships.

2. Client Servicing:

– Service our existing UHNW families by executing account documentation (information gathering, liaising with various parties, and following up for account completion).

– Monitor client balances and report cashflow status.

– Manage client advisory documents and review written communications.

– Attend client meetings across the region in person or via secure teleconference

*Through this experience you will be able to gain technical knowledge, customer relationship

Management skill and work with highly confidential information.

3. Portfolio Responsibilities:

– Update detailed securities research and technical ideas.

– Manage charting packs and research feeds.

– Work on investment ideas with the portfolio managers.

– Present sound investment opportunities to the investment committee

4. Operational Responsibilities:

– Forecast projected liability-matched cashflows and reconcile with actual incoming.

– Book trades on a timely and meticulously manner

– Resolve settlement and funding issues

– Track cash movements and handle security checks

5. Administrative responsibilities:

– Manage client documentation and keep proper records to comply with strict compliance rules.

– Manage travel/hotel bookings for senior executives

– Process expense claims

– Facilitate mailing of client documentation, arranging couriers, or hand-delivering documents

Skill requirements:

• Maintain markets and legal knowledge and display an ability to identify the impact of change.
• A good understanding of financial markets across asset classes – essential.
• Some awareness of tax rules for non-domiciled clients.
• Some understanding of private bank products.
• Tier-one university degree in finance, accounting or economics with strong technical skills such as Excel, PowerPoint, VBA, Programming Skill and etc.
• Proactive approach to work and problem solving – essential.
• Strong communication skill.

You will be:

A strong team player who enjoys working in a target driven and client focused servicing environment.

• An excellent communicator with high EQ and think outside of the box.
• Confident, proactive, compliant, act with integrity and illustrate client and markets knowledge with a sense of urgency.
• Active across both academic and sporting arenas to remain ahead of a highly competitive and pressurizing industry.
• Good analytical skills and technical knowledge on investments in general.
• Above all you’ll be ready to soak up new sales and marketing ideas and concepts and take on whatever responsibility that comes your way.

You will learn to:

• Work with global business leaders with vast amount of corporate experience and portfolio managers with vast international exposure.
• Create a flexible working environment within a highly efficient and successful team;
• Service clients in a professional manner to deepen the relationship.
• Receive exposure to a wide range of asset classes: fixed income, equities, derivatives, FX, commercial and distressed property, hedge funds and private equity.

Closing date 20 March 2020