Graduate Private Banking: Relationship Management Program

HSBC Holdings plc; Greater London; On-site; GBP 25,000 - 30,000; Full time

Job summary

HSBC Holdings plc is seeking a Graduate in Relationship Management for Private Bank based in London. The role involves working with private banking clients and support teams to review portfolios, learn asset classes and lending solutions, and assist in meeting clients' needs.

You will develop through structured training, rotations, and professional qualifications, including potential CFA/Investment Advice Diploma paths, gaining practical exposure in a fast-paced private banking environment.

Qualifications

• Availability to work full time from July 2027 onwards.
• Achieve a 2:1 degree classification or higher, or overseas equivalent.
• Studies completed by July 2027.

Responsibilities

• Work with private banking clients and teams including Relationship Managers, Investment Counsellors and Credit Advisers.
• Review client portfolios and build understanding of asset classes, financial products and credit solutions.
• Support lending, advisory services and loan structuring; use Excel to create or interpret client and portfolio reports.

Education

2:1 degree or higher

Job description

HSBC Holdings plc is seeking a Graduate in Relationship Management for Private Bank based in London. The role involves working with private banking clients and support teams to review portfolios, learn asset classes and lending solutions, and assist in meeting clients' needs.

You will develop through structured training, rotations, and professional qualifications, including potential CFA/Investment Advice Diploma paths, gaining practical exposure in a fast-paced private banking environment.