Relationship Management - Private Bank - Degree Apprenticeship

HSBC Group; Greater London; On-site; GBP 19,000 - 29,000; Full time

Job summary

HSBC Group in the United Kingdom offers a Private Banking apprenticeship that blends on-the-job learning with university study. Over four years you’ll support Relationship Managers, prepare client meetings, and learn how tailored financial solutions are built for wealthy clients.

You’ll develop listening and organisational skills while benefiting from mentoring, study days and access to learning tools. You’ll complete a BSc (Hons) in Applied Finance through the University of Exeter, requiring

Qualifications

• Be available to work full-time from October 2027 for 4 years.
• Have obtained 5, or more, GCSEs at a minimum of grade 4/C.
• Have obtained, or expected to obtain, a minimum of BCC across your top 3 A-levels, or equivalent.
• Be fluent in English.
• Have been a resident in the UK for the last 3 consecutive years before the start of the Apprenticeship, and have a continued Right to Work in the UK for the full duration of the programme.
• Meet the relevant apprenticeship and academic entry requirements for a BSc (Hon) Degree in Applied Finance.

Responsibilities

• Assist Relationship Managers and specialist colleagues while learning how Private Banking works in practice.
• Help prepare for client meetings, support day-to-day relationship activity, respond to client needs.
• Contribute ideas that improve service and team effectiveness as your confidence grows.
• Balance work with degree-level study and begin taking on more responsibility over time.

Skills

Listening

Relationship-building

Attention to detail

Curiosity to learn

Education

BSc (Hons) in Applied Finance

GCSEs 5 subjects at grade 4/C

A-levels BBB

Job description

You'll support Relationship Managers and specialist colleagues while learning how Private Banking works in practice. Over time, you'll build an understanding of the full client journey and how different experts come together to deliver tailored solutions. You could help prepare for client meetings, support day-to-day relationship activity, respond to client needs and contribute ideas that improve service and team effectiveness. As your confidence grows, you'll take on more responsibility and begin working more directly with clients. It's a role where strong listening, relationship-building and attention to detail really matter.

You're someone who enjoys building trust, listening carefully and understanding what matters to people. You don't need to arrive already fluent in private banking or finance - what matters most is your curiosity, your drive to learn and the way you work with others. You could be a great fit if you communicate clearly, stay organised and take pride in delivering a high standard of service. You're proactive, thoughtful and able to manage your time well, especially as you'll be balancing work with degree-level study. If you're motivated by learning, open to feedback and excited by the idea of building long-term client relationships in a professional environment, this could be a strong place to start. Required qualifications: you'll need to meet the relevant apprenticeship and academic entry requirements for a BSc (Hon) Degree in Applied Finance., Over 54 months, you'll build a broad understanding of Private Banking while working towards a BSc (Hon) Degree in Applied Finance. You'll learn how relationship teams support wealthy clients, how different private banking specialisms work together and how tailored financial solutions are delivered responsibly. Alongside on-the-job learning, you'll benefit from study days, mentoring, coaching and access to a wide range of learning tools and materials. By the end of the programme, you'll have stronger banking knowledge, greater professional confidence and a solid foundation for a long-term career in Private Banking., You'll complete a BSc (Hons) inDegree in Applied Finance through the University of Exeter, so you'll need to meet the relevant apprenticeship and academic entry requirements. To be eligible, you must:

• Be available to work full-time from October 2027 for 4 years
• Have obtained 5, or more , GCSEs at a minimum of grade 4/C
• Have obtained, or expected to obtain, a minimum of BCC across your top 3 A-levels , or equivalent
• Be fluent in English
• Have been a resident in the UK for the last 3 consecutive years before the start of the Apprenticeship , and have a continued Right to Work in the UK for the full duration of the programme
• HSBC Private Banking supports business owners and their families with complex financial needs, helping them grow, manage and preserve their wealth for the future. Clients are supported by specialist teams including Relationship Managers, Investment Counsellors, Financial Planners, Client Service Executives and Credit Specialists, who work together to deliver tailored solutions and a high level of personal service.