Private Banking: Client Relationship Trainee

HSBC Group; United Kingdom; On-site; GBP 28,000 - 36,000; Full time

Job summary

HSBC Group in the UK is offering a private banking graduate programme designed to build a rounded skillset across portfolios, lending and client management.

You will rotate across three six-month placements, gain practical experience with senior colleagues and work toward the Investment Advice Diploma (IAD) with a potential CFA pathway, developing strong financial judgment in a trusted, client-focused environment.

Qualifications

• Have you obtained, or expect to achieve, a 2:1 degree or higher, or an overseas equivalent.
• Will have completed studies by July 2027.
• Be fluent in English.
• We will consider candidates that require visa sponsorship for this role.

Responsibilities

• You'll work with private banking clients and the teams who support them, including Relationship Managers, Investment Counsellors and Credit Advisers.
• You could help review client portfolios, build your understanding of asset classes, financial products and credit solutions.
• Support work linked to lending, advisory services and loan structuring, and use Excel for client and portfolio reports.

Skills

Communication

English fluency

Teamwork

Curiosity

Education

2:1 degree

Overseas equivalent

Job description

HSBC Group in the UK is offering a private banking graduate programme designed to build a rounded skillset across portfolios, lending and client management.

You will rotate across three six-month placements, gain practical experience with senior colleagues and work toward the Investment Advice Diploma (IAD) with a potential CFA pathway, developing strong financial judgment in a trusted, client-focused environment.