Wealth Manager Trainee

About the role As a Wealth Manager Trainee, you will have the opportunity to develop your skills and experience in providing holistic wealth management solutions to our high net worth and ultra-high net worth clients. You will work closely with experienced Wealth Managers to deliver tailored investment, banking, and advisory services to meet our clients' evolving financial needs. Responsibilities: - Build and maintain strong client relationships to understand their financial goals and provide holistic wealth management solutions - Conduct financial planning and investment portfolio analysis to recommend appropriate investment and banking products and services - Collaborate with internal subject matter experts to deliver integrated solutions across banking, investment, tax, and estate planning - Manage client portfolios and provide regular performance updates - Stay up-to-date with market developments, investment trends, and regulatory changes to better serve clients Requirements: - Bachelor's degree in Finance, Economics, Business Administration or a related field - 0-2 years of relevant experience in wealth management, investment advisory, or a similar role - Strong analytical and problem-solving skills - Excellent communication and interpersonal skills - Demonstrated interest in the wealth management industry - Ability to work in a team and independently - Proficiency in MS Office applications

HSBC is one of the world's largest banking and financial services organizations, serving more than 40 million customers globally. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfill their hopes and realize their ambitions.