Be Part of Something Bigger. Be part of HSBC’s Wealth Graduate Programme.
Embark on a dynamic graduate development programme designed to transform you into a fully licensed Wealth Manager and future leader within HSBC Bank. You will receive comprehensive support through curated formal trainings combined with crucial on-the-job exposure, ensuring you have the skills and experience necessary for success.
Prepare and pro-actively execute sales plans for prospective customers from Bank’s leads (LMS) and self-generated leads
Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention
Prepare and provide investment & wealth financial advisory and assistance to customers for their investment/wealth portfolio management
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Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management.
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