Relationship Management - Private Bank - Graduate (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Communications, PR & CommunitySkills: ["Communication","Collaboration","Adaptability","Curiosity","Trust-building"]

Develop trusted relationships with private banking clients while learning to grow and protect wealth. Work alongside Relationship Managers, Investment Counsellors, and Credit Advisers to manage and review portfolios, prospect and report on new and existing clients, and build confidence running client meetings. The rotational programme combines structured training, the Investment Advice Diploma (IAD), and optional CFA qualification support across multiple teams in the Private Bank.

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FursaFursa
HSBC
HSBC
6 days ago

Relationship Management - Private Bank - Graduate (Central, Hong Kong Island, HK)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 59 minutes agoStatus: Live

Job Summary

Develop trusted relationships with private banking clients while learning to grow and protect wealth. Work alongside Relationship Managers, Investment Counsellors, and Credit Advisers to manage and review portfolios, prospect and report on new and existing clients, and build confidence running client meetings. The rotational programme combines structured training, the Investment Advice Diploma (IAD), and optional CFA qualification support across multiple teams in the Private Bank.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Graduate level

Key Responsibilities

  • •Work with private banking clients and the teams who support them throughout the programme.
  • •Collaborate with Relationship Managers, Investment Counsellors, and Credit Advisers on client work.
  • •Manage and review client portfolios, including prospecting, managing, and reporting on clients.
  • •Learn lending, credit solutions, advisory products, and loan structuring.
  • •Use Excel to create and interpret client and portfolio reports, and begin running client meetings independently.

Key Requirements

  • •Available to work full time from July 2027 onwards
  • •Fluent in English; knowledge of Mandarin/Cantonese is an advantage
  • •Already graduated or will complete studies before the programme start date
  • •Obtained or expect to achieve a minimum GPA of 4.0/5.0 or 3.2/4.0 (or overseas equivalent)
  • •Willingness to participate in a programme with training and rotations with private banking clients
Skills:CommunicationCollaborationAdaptabilityCuriosityTrust-building
Certifications:Investment Advice Diploma (IAD)Chartered Financial Analyst (CFA)
Languages:EnglishMandarinCantonese
Tech Stack:Excel

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn