# Graduate Trainee

**Company**: Intl Wealth & Premier Banking
**Location**: Kuala Lumpur, Federal Territory of Kuala Lumpur
**Experience**: entry
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612544100?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_220c3f48-532

## Description

Some careers open more doors than others. If you’re looking for a role that builds strong foundations in wealth management, digital platforms, stakeholder coordination and business reporting, join HSBC and build a future rich with potential.

This placement offers hands-on exposure to how a wealth platform operates end-to-end,supporting platform administration, client and relationship-manager servicing, operational coordination, data reporting and continuous improvement. You’ll develop practical skills relevant to a wide range of careers across wealth management, private banking, digital banking, operations and financial services.

We’re currently seeking an ambitious individual to join HSBC as a Wealth Platform Graduate Trainee.

## About the role

This placement provides graduates with real business exposure and the opportunity to develop practical capabilities within a global wealth-management environment. Working with appropriate supervision, you’ll support the day-to-day operation and enhancement of wealth platforms that enable colleagues and clients to access information, services and investment-related support efficiently and securely.

At HSBC, we also see this as an opportunity to develop early-career talent for future roles across wealth management and broader banking functions.

## Key responsibilities

### Wealth platform and service support

- Support the day-to-day administration and monitoring of wealth platforms and related workflows.

- Assist with the maintenance of client, product, service and operational information.

- Monitor platform requests, system notifications, access requirements and outstanding actions.

- Review information and documentation for completeness, accuracy and consistency.

- Coordinate with wealth teams, operations, technology, risk, compliance and other relevant stakeholders to resolve issues.

- Identify risks, exceptions, blockers or delays early and escalate them appropriately.

- Maintain accurate records of work completed, decisions made and follow-up actions.

### Client and stakeholder service

- Support responses to routine enquiries from clients, relationship managers and internal stakeholders.

- Coordinate information requests across Wealth, Operations, Technology, Digital, Risk, Compliance and other teams.

- Prepare clear updates on platform issues, service requests, outstanding requirements and delivery progress.

- Track queries through to resolution and ensure appropriate stakeholders remain informed.

- Support the preparation of meeting materials, service updates, action logs and communications.

- Help identify opportunities to improve the user experience for clients and colleagues.

### Platform operations and reporting

- Maintain accurate trackers, workflow records, operational calendars and issue logs.

- Produce weekly or monthly reports covering platform activity, service requests, outstanding items, incidents and operational performance.

- Support basic data analysis to identify trends, recurring issues and improvement opportunities.

- Highlight overdue actions, upcoming deadlines and potential delivery risks.

- Help translate platform and operational activity into concise updates for management review.

- Support data-quality checks and the reconciliation of information across relevant systems, where applicable.

### Process, governance and controls support

- Support the maintenance of process documentation, procedures, user guides and operational records.

- Assist with control checks, access reviews, reconciliations and exception monitoring, where applicable.

- Maintain organised records and audit trails for platform activities, service requests and stakeholder decisions.

- Follow applicable risk, compliance, data-handling and information-security requirements.

- Escalate control concerns, unusual activity, data-quality issues or exceptions to the appropriate team or manager.

- Support the consistent application of governance standards across platform-related activities.

### Continuous improvement and team support

- Identify opportunities to improve platform processes, reporting, documentation and stakeholder communication.

- Support the documentation of lessons learned, recurring issues and agreed improvements.

- Participate in team meetings, training sessions, testing activities and improvement initiatives.

- Assist with user acceptance testing, process reviews and implementation activities, where appropriate.

- Work collaboratively with colleagues across functions and locations.

- Demonstrate accountability, attention to detail and a commitment to delivering quality service.

## Requirements

- Currently pursuing a Bachelor’s Degree in any discipline, with a CGPA of 3.0 or above, or at least second-class upper.

- Fluent in English, with excellent communication, interpersonal and presentation skills.

- Ability to analyse data and information and interpret findings for business decisions.

- Strong attention to detail and the ability to follow structured processes accurately.

- Resourceful, organised and able to manage multiple priorities.

- Good planning, communication and problem-solving skills.

- Ambitious, motivated and comfortable working in a fast-paced financial-services environment.

- Energetic, enthusiastic and adaptable.

- A collaborative team player with the potential to demonstrate leadership.

- Computer literate and able to work independently.

- Interest in wealth management, digital platforms, client servicing, banking operations or financial technology is advantageous.

## Key learning opportunities

You’ll gain:

- Practical understanding of how a wealth platform supports clients, relationship managers and wealth professionals.

- Exposure to wealth-management processes, digital servicing and platform operating models.

- Experience coordinating work across Wealth, Operations, Technology, Risk, Compliance and other teams.

- Stronger business communication skills, including concise updates, professional correspondence and stakeholder engagement.

- Hands-on experience in operational reporting, data handling and basic performance analysis.

- Greater awareness of risk management, controls, governance and information-security standards.

- Experience identifying platform issues, resolving service requests and escalating matters appropriately.

- Exposure to platform testing, process improvement and user-experience enhancement.

- Confidence managing multiple priorities in a fast-paced, multi-stakeholder environment.

- A foundation for future careers in wealth management, private banking, digital banking, platform operations, client servicing, business analysis or broader banking functions.

## Skills

### Required
- Bachelor's Degree
- English
- data analysis
- communication
- interpersonal skills
- presentation skills
- problem-solving skills
- planning skills

### Nice to have
- wealth management
- digital platforms
- client servicing
- banking operations
- financial technology

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612544100?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)
