Management Trainee

Your Growth & Impact Develop client-facing reports and presentations to strengthen your advisory and communication skills. Build operational templates and checklists to help standardise how we deliver services. Expand your network by supporting client meetings and working alongside senior advisors. Gain practical experience in compliance, trust administration and basic financial analysis. Position yourself for an early leadership or specialist role after the trainee rotation ends. Responsibilities Client Engagement & Advisory Support - Prepare concise client briefings, memos and presentation decks for meetings with senior advisors. - Support client interactions by taking notes, tracking action items and following up to keep projects moving. - Help collect and verify client documents for compliance and trust administration tasks. - Draft routine client communications and maintain timely updates in our CRM. Operations & Project Coordination - Coordinate small projects from intake to delivery, tracking timelines and milestones using shared tools. - Create and improve standard operating procedures and templates for recurring tasks. - Assist with basic bookkeeping entries and expense tracking to support finance workflows. - Run periodic checks on files and records to ensure accuracy and regulatory readiness. Learning & Continuous Improvement - Attend training sessions and shadow senior staff to learn technical and client management skills. - Research regulatory updates and summarise implications for the team in short notes. - Contribute ideas to simplify processes and make day-to-day work more efficient. - Keep a learning log to track progress and areas for development during the rotation. Requirements Qualifications & Experience - Bachelor degree or equivalent, any discipline, fresh graduates are encouraged to apply. - 0 years of formal work experience expected, but relevant internships or project work is a plus. - Available for a full-time trainee programme with willingness to rotate across functions. Hard Skills & Knowledge - Proficient in Microsoft Office, especially Excel and PowerPoint for reporting and presentations. - Basic understanding of accounting principles and financial statements is preferred. - Familiarity with document management, CRM or simple bookkeeping tools will help. - Comfortable summarising information and producing clear written notes and checklists. Soft Skills & Qualities - Strong verbal and written communication in English, with good attention to detail. - Mastering Chinese will be added advantage. - Organised, reliable and able to manage competing tasks with basic prioritisation skills. - Curious and coachable, open to feedback and eager to learn from experienced colleagues. - Professional attitude, client-conscious and able to handle confidential information responsibly.