PWMA Pilot Apprenticeship Programme for Private Wealth Management 2020

"This two-year Programme is an important phase for both my professional and personal development. I had rotations in accounts management, compliance, risk, wealth planning and client advisory. Through the front-to-back experience, I have gained comprehensive exposure to the industry, and learnt that solid relationship management stems from integrity, trust and commitment. I sincerely appreciate the support that the bank, HKU Business School and my mentors have given to me."

CHAN Nga Woon Chloe
BBA(Acc&Fin) Year 4 in 2020-21

Pilot Apprenticeship Programme for Private Wealth Management 2019 & 2020 at Bank Julius Baer & Co. AG

▸Karen PANG (from left in the photo), Chloe CHAN, Judy XU and Brian LEUNG are students from HKU Business School.

"My experience at the Global Family Office has greatly enhanced my understanding of the private banking industry. I got opportunities to attend investment meetings, engage in projects to improve client services and gain exposure to the front and back offices. When working on projects, colleagues from different teams were always supportive and I really enjoyed working in such a friendly environment."

TAN Zhini Kelly
BSc(QFin) Year 4 in 2020-21
Pilot Apprenticeship Programme for Private Wealth Management 2019 & 2020 at UBS