Business Summer Internship Program 2019

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