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    Not the right career for you?

    Tasks in this program

    Task One: Relationship manager: Identify a unique investor profile
    30-60 mins
    Gather the client's key investment objectives, risk appetite, investment restrictions, and other relevant information to recommend investment solutions
    What you'll learn
    • How to extract information that enables HSBC to understand a client's investment objectives, appetite for risk, voluntary investment restrictions, and personal and financial circumstances to best advise them
    What you'll do
    • Draft an email and questionnaire to a client to gather information prior to an in-person meeting
    Swirl Background
    Company Logo

    Introduction from HSBC

    Reviews

    Over 5000
    5 Star Reviews
    Wealth and Personal Banking
    Wealth and Personal Banking

    Why complete this job simulation

    Experience work on the job with us at HSBC. Get a feel for the skills you'll develop on our programme with example tasks and build your confidence to ace your applications.
    Self-paced2-3 hoursNo gradesNo assessments

    Welcome to our programme. We're so excited to have you here. Our Global Private Banking function (which forms part of our Wealth and Personal Banking business) meets the wealth management needs of ultra-high-net-worth and high-net-worth customers. We help them manage, protect, and grow their wealth.

    During this programme, you'll get the opportunity to step into the shoes of a HSBC Relationship Manager (RM), working with a new high-net-worth client in our Private Bank and complete tasks that will show you the type of work they undertake every day. Relationship Managers work closely with their clients to understand their needs and provide financial solutions to meet them. They combine in-depth knowledge of the financial markets and financial products with a thorough understanding of their client. Their role is to bring the entire bank to the client, identifying the ways in which HSBC can help them.

    As part of this programme, you’ll gain an insight into two key aspects of the role of a Relationship Manager; identifying and defining a client’s needs and proposing and communicating financial solutions to meet them.

    At HSBC, we don’t just focus on what we do, we focus on how we do it. We have a Conduct Approach that complements our Purpose and Values – this  guides us all to take responsibility to do the right thing and focus on the impact we have for our customers and the financial markets in which we operate:

    • We understand our customers’ needs and design, market and sell products and services that recognise their long-term interests
    • We provide products and services that offer a fair exchange of value and do not undermine market competition
    • We service our customers’ ongoing needs and ensure products and standards of service continue to have a positive impact
    • We act with integrity in the financial markets we operate in
    • We operate resiliently and securely to avoid harm to customers and markets

    As you work through the tasks in this programme, acting within these principles will ensure you embody the expectations of a HSBC employee.

    The work does not form part of an official recruitment process. It has been designed to broaden and deepen your knowledge of the role/business area and help you decide whether this is a career path you're keen to pursue. At the end of each task, you have the opportunity to compare your work against an example answer, furthering your learning and development.

    We hope this programme is a useful resource for you as you explore career options and a potential role at HSBC.

    This Job Simulation is designed and produced by InsideSherpa Inc (d/b/a Forage, a Delaware incorporation located at 251 Little Falls Drive, Wilmington, Delaware, 19808-1675 United States of America (“Forage”)) for educational purposes only and is subject to the terms and conditions of this website.

    Nothing presented in this Job Simulation should be taken as an accurate representation of the HSBC Group’s views or the work undertaken by the HSBC Group. Nothing in this Job Simulation is intended to promote or advertise any product or service by any member of the HSBC Group of companies. To learn more about HSBC Group’s business visit www.hsbc.com.

    All tasks, materials, companies and people featured in this Job Simulation are simulated and entirely fictional. Any resemblance to real persons (either living or dead) or other real-life entities is purely coincidental.

    Talent Network Open
    Wealth & Personal Banking Talent Network
    Skills you will learn and practice:
    Investment Profiling
    Fact-Finding
    Relationship Management
    Client Communication
    Quantitative Analysis
    Professional Judgment
    PowerPoint

    How it works

    Complete tasks guided by pre-recorded videos and example answers from our team at HSBC. No live sessions, all self-paced.
    Earn a certificate and add it to your resume and LinkedIn as an extra curricular activity.
    Stand out in applications. Confidently answer interview questions and explain why you’re a good fit for our team.
    Talent Network Open

    Get Career Ready

    Complete work that simulates life on the job. 2-3 hours and self-paced.
    Stand out in your application to HSBC. Show us you're a motivated candidate.
    Talent Network Open

    Get Career Ready

    Complete work that simulates life on the job. 2-3 hours and self-paced.
    Stand out in your application to HSBC. Show us you're a motivated candidate.
    Company Logo

    Wealth and Personal Banking

    Advise a new high-net-worth client in our Private Bank with HSBC.

    Banking & Financial Services Free 5000+ 5 Star Reviews

    "The program provided a realistic and engaging simulation of working in wealth management, offering practical experience in handling client interactions and investment recommendations."-- Student from Indus University
    "These tasks have improved my practical skills and have given me an insight on what’s it like to work as a relationship manager"-- Student from Heriot-Watt University
    "The program provides students with an invaluable opportunity to gain firsthand experience of the real-life working environment and a realistic preview of what to expect in this career."-- Student from Heriot-Watt University
    "I liked having the example answers as you knew what was required and expected from an actual Relationships Manager, as well as the situations they face on a day-to-day basis."-- Student from University of Reading
    "It really gives hands on experience and boosts individuals for job applications along with insights about HSBC's operations. In addition, this simulation gives flexibility to respond and develop your own ideas which allows you make brainstorming about the relevant case."-- Student from King's College London, University of London