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About the Role
This role is within International Wealth and Premier Banking, focusing on relationship management to help clients grow, manage wealth, and achieve their ambitions through trusted relationships.
Responsibilities
- Review client portfolios
- Build understanding of asset classes, financial products, and credit solutions
- Support work related to lending, advisory services, and loan structuring
- Use Excel to create or interpret client and portfolio reports
- Support prospecting and reporting activity
- Gradually build confidence in client meetings
- Gain practical exposure to how private banking relationships are managed
Requirements
- Must be available to work full time from July 2027 onwards
- Must have obtained, or expect to achieve, a 2:1 degree classification or higher, or an overseas equivalent
- Must have completed studies by July 2027
- Must be fluent in English
- Visa sponsorship will be considered for this role
Skills
- Curiosity
- Resilience
- Genuine interest in helping clients achieve their goals
- Ability to build trust easily
- Clear communication
- Positive attitude when plans change
- Adaptability
- Collaboration
- Comfortable in a fast-paced environment
- Understanding of how details connect to the bigger picture
Location
- International Wealth and Premier Banking
Work Type
- Full time
Experience Level
- Entry level
Education Level
- 2:1 degree classification or higher, or an overseas equivalent
Benefits
- Structured training
- Professional qualifications
- Rotational learning
- On-the-job learning across three six-month rotations
- Completion of the Investment Advice Diploma (IAD)
- Option to work towards the Chartered Financial Analyst (CFA) qualification
About the Company
- Our International Wealth and Premier Banking (IWPB) business serves over 40 million customers globally, ranging from retail customers to ultra-high net worth individuals and their families.
- We help them to take care of their day-to-day finances and manage, protect and grow their wealth.
- At HSBC’s Global Private Bank, we work with some of the world’s most affluent clients (Ultra-High-Net-Worth), helping them grow, manage and protect their wealth across investments, lending and long-term financial planning.