CGS-CIMB Securities International Pte. Ltd. ("CGS-CIMB") is one of the leading integrated financial service providers in Asia. It is a 50-50 joint venture between China Galaxy International Financial Holdings Limited, a wholly-owned subsidiary of China Galaxy Securities Co. Ltd., and CIMB Group Sdn Bhd.
Through a network of local offices, branches, and strategic partners, we have a global prescence in over 20 countries, providing a truly Asian perspective. We are well-positioned as Asia's leading financial gateway with a core focus on well-researched and in-depth analysis on financial products.
We are a customer-centric firm and focus on value creation for clients, offering a suite of investment and financial solutions for retail and institutional clients. Our businesses include retail broking, institutional equities, derivatives, prime services, equities research, wealth management, and online broking.
Backed by an award-winning research team, we have one of the most comprehensive research coverage of over 700 stocks in the region. Our strong research capabilities form the backbone of our product and service offerings, connecting clients to opportunities.
Job Description Private Wealth Intern
Sales, Distribution, and Business Development is crucial in enabling us to understand our clients’ requirements and strategising our ability to meet them. Working with investment specialists on a variety of specialty products, the Private Wealth Intern is responsible for client on-boarding and delivering our wealth products and services.
Reporting to the Head of Private Wealth,
Roles and responsibilities include: - Assist in maintaining and strengthening existing client relationships to keep clients on track to achieving their financial objectives with our Relationship Managers
- Provide excellent customer service/experience and service customer queries to enhance the client experience with CGS-CIMB.
- Working closely with the product and customer service teams, you will assist in customer experience to ensure seamless on-boarding process.
- Any other marketing and client servicing tasks, as assigned by the Head of Private Wealth.
Requirements: - Currently pursuing a diploma or tertiary degree preferably in the Banking and Finance or Business discipline.
- Strong knowledge of MS Office, specifically PowerPoint and Excel.
- Minimum internship commitment of 3 months.
- Strong interpersonal communication and creative problem solving skills, preferably bilingual (English/Mandarin)
- Able to work well in a team or independently when required.
Ideal candidates will be detail oriented, organised and possess a professional work ethic. The above scope of work is intended to describe the general nature and level of work, and this is not an exhaustive list of all responsibilities, duties, and skills required.
Application Instructions
Please apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.
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