
at HSBC
OtherPosted 3 days ago
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**Role: Relationship Management - Private Bank - Graduate** - Collaborate with teams to manage private clients' wealth, supporting clients in growing their financial portfolios. - Develop knowledge of asset classes, financial products, credit solutions, and loan structuring. - Manage, review, and report on client portfolios using Excel. - Complete the Investment Advice Diploma (IAD) during the programme, with an option to work towards the Chartered Financial Analyst (CFA) qualification. - Gain experience through three 6-month rotations across different teams within the Private Bank. - Required: Minimum GPA of 4.0/5.0 (or equivalent), recent graduate status, and full-time availability from July 2027 onwards.
- Compensation
- Not specified
- City
- Singapore
- Country
- Singapore
Currency: Not specified
Full Job Description
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Relationship Management - Private Bank - Graduate
Singapore, SG, 018983
Area of Interest: Relationship Management
Business Area: International Wealth and Premier Banking
About the business area
Our Private Bank delivers world-class solutions to private clients seeking to grow, protect, preserve or transfer their wealth.
Who you are
Youre a natural people person who thrives in a team, loves learning on the go, and enjoys finding smart solutions. You dont need a finance background just curiosity, resilience, and a genuine interest in helping people achieve their financial goals. This is a fast-paced environment where attention to detail, adaptability, and a hunger to learn will help you thrive.
Youll be a great fit if you:
- Enjoy collaborating with others to solve complex needs.
- Are naturally curious seeking out new information and jumping on opportunities to put your learning into practice.
- Are a clear communicator who can make complex ideas simple and show how they fit into the bigger picture.
- Stay positive when things get tough, adapting quickly if plans change.
- Build trust easily with people, knowing relationships are key to success.
What youll do
Over the course of the programme, youll work with private banking clients and the teams who support them. You can expect to:
- Work alongside Relationship Managers, Investment Counsellors, and Credit Advisers.
- Build your knowledge of asset classes, financial products, and credit offerings.
- Understand lending, credit solutions, advisory products, and loan structuring.
- Manage and review client portfolios.
- Develop your skills to prospect, manage, and report on both new and existing clients.
- Use Excel to create and interpret client and portfolio reports.
- Begin to run client meetings on your own with confidence.
- Strengthen your ability to engage with people at all levels, from colleagues to senior stakeholders.
What youll learn
This programme combines structured training, professional qualifications, and a rotational experience to give you a rounded skillset:
- One week of structured training in both technical and behavioural skills, plus ongoing on-the-job development.
- Investment Advice Diploma (IAD) to be completed during the programme.
- Option to work towards a Chartered Financial Analyst (CFA) qualification.
- Three 6-month rotations across different teams, giving you a 360 view of the Private Bank.
Eligibility Criteria
To be eligible, you must:
- Be available to work full time from July 2027 onwards
- Have obtained, or expect to achieve, a minimum GPA of 4.0/5.0 or 3.2/4.0 (or overseas equivalent, as shown on your official university transcript/degree certificate)
- Be a recent graduate with less than 2 years of full-time job experience, or will you have graduated by July 2027
We only accept one application per recruitment cycle so please take time to explore our opportunities before applying as we may not be able to transfer your application to other vacancies.
Applications will be reviewed on a rolling basis and we may close this vacancy earlier than the advertised closing date if we receive a high volume of applications. Please apply as soon as possible to be considered.
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Relationship Management - Private Bank - Graduate
Compensation
Not specified
City: Singapore
Country: Singapore

**Role: Relationship Management - Private Bank - Graduate** - Collaborate with teams to manage private clients' wealth, supporting clients in growing their financial portfolios. - Develop knowledge of asset classes, financial products, credit solutions, and loan structuring. - Manage, review, and report on client portfolios using Excel. - Complete the Investment Advice Diploma (IAD) during the programme, with an option to work towards the Chartered Financial Analyst (CFA) qualification. - Gain experience through three 6-month rotations across different teams within the Private Bank. - Required: Minimum GPA of 4.0/5.0 (or equivalent), recent graduate status, and full-time availability from July 2027 onwards.
Full Job Description
We use cookies to offer you the best possible website experience. Your cookie preferences will be stored in your browsers local storage. This includes cookies necessary for the website's operation. Additionally, you can freely decide and change any time whether you accept cookies or choose to opt out of cookies to improve the website's performance, as well as cookies used to display content tailored to your interests. Your experience of the site and the services we are able to offer may be impacted if you do not accept all cookies.
Relationship Management - Private Bank - Graduate
Singapore, SG, 018983
Area of Interest: Relationship Management
Business Area: International Wealth and Premier Banking
About the business area
Our Private Bank delivers world-class solutions to private clients seeking to grow, protect, preserve or transfer their wealth.
Who you are
Youre a natural people person who thrives in a team, loves learning on the go, and enjoys finding smart solutions. You dont need a finance background just curiosity, resilience, and a genuine interest in helping people achieve their financial goals. This is a fast-paced environment where attention to detail, adaptability, and a hunger to learn will help you thrive.
Youll be a great fit if you:
- Enjoy collaborating with others to solve complex needs.
- Are naturally curious seeking out new information and jumping on opportunities to put your learning into practice.
- Are a clear communicator who can make complex ideas simple and show how they fit into the bigger picture.
- Stay positive when things get tough, adapting quickly if plans change.
- Build trust easily with people, knowing relationships are key to success.
What youll do
Over the course of the programme, youll work with private banking clients and the teams who support them. You can expect to:
- Work alongside Relationship Managers, Investment Counsellors, and Credit Advisers.
- Build your knowledge of asset classes, financial products, and credit offerings.
- Understand lending, credit solutions, advisory products, and loan structuring.
- Manage and review client portfolios.
- Develop your skills to prospect, manage, and report on both new and existing clients.
- Use Excel to create and interpret client and portfolio reports.
- Begin to run client meetings on your own with confidence.
- Strengthen your ability to engage with people at all levels, from colleagues to senior stakeholders.
What youll learn
This programme combines structured training, professional qualifications, and a rotational experience to give you a rounded skillset:
- One week of structured training in both technical and behavioural skills, plus ongoing on-the-job development.
- Investment Advice Diploma (IAD) to be completed during the programme.
- Option to work towards a Chartered Financial Analyst (CFA) qualification.
- Three 6-month rotations across different teams, giving you a 360 view of the Private Bank.
Eligibility Criteria
To be eligible, you must:
- Be available to work full time from July 2027 onwards
- Have obtained, or expect to achieve, a minimum GPA of 4.0/5.0 or 3.2/4.0 (or overseas equivalent, as shown on your official university transcript/degree certificate)
- Be a recent graduate with less than 2 years of full-time job experience, or will you have graduated by July 2027
We only accept one application per recruitment cycle so please take time to explore our opportunities before applying as we may not be able to transfer your application to other vacancies.
Applications will be reviewed on a rolling basis and we may close this vacancy earlier than the advertised closing date if we receive a high volume of applications. Please apply as soon as possible to be considered.
SIMILAR OPPORTUNITIES

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