Relationship Management - Private Bank - Graduate - Hong Kong SAR

Relationship Management - Private Bank - Graduate - Hong Kong SAR

Programme: Graduate Programme

Area of interest: Relationship Management

Business area: International Wealth & Premier Banking

Country or Territory: Hong Kong SAR

Location: Hong Kong SAR

Start date: July 2026

Duration: 2 years

Description

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

You’re a natural people person who thrives in a team, loves learning on the go, and enjoys finding smart solutions. You don’t 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.

You’ll 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 you’ll do

Over the course of the programme, you’ll 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 you’ll 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.

Additional information

We will consider candidates that require visa sponsorship for this role.

Eligibility criteria

• Available to work full time from July 2026 onwards.
• Obtained, or expected to achieve, a GPA of at least 4.0/5.0 or 3.2/4.0 (as appears on your official university transcript or degree certificate), or overseas equivalent to this.
• Recent graduates with less than 2 years of full-time job experience or will have graduated by July 2026.
• Fluent in English; knowledge of Mandarin/Cantonese would be an advantage.

Closing date

Friday, 31 October 2025 23:59 (UK time)