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Relationship Manager Graduate

  • HSBC
  • Shanghai, China
  • CNY 200,000 – CNY 300,000

Area of Interest: Relationship Management

Business Area: International Wealth and Premier Banking

Short Description: Help clients grow, manage wealth and achieve ambitions through trusted relationships

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.

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’ full-time work experience, or be due to graduate by July 2027
  • Be fluent in both English and Mandarin
  • Be legally permitted to work in mainland China for the full duration of the graduate programme and beyond, without requiring HSBC visa sponsorship

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.

Skills

  • Relationship Management
  • Client Advisory
  • Financial Products Knowledge
  • Credit Analysis
  • Asset Classes
  • Communication
  • Team Collaboration

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