# 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/563774612556473?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_b159fef2-dad

## Description

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

This placement offers hands-on exposure to how digital sales and engagement operates end-to-end,supporting digital customer journeys, campaign execution, sales activity, customer communications and performance reporting,while developing practical skills for a wide range of banking, marketing and financial-services careers.

## Key responsibilities

During the placement, the trainee will provide day-to-day support to the Digital Sales & Engagement team, with appropriate supervision. Responsibilities will include:

### Digital sales and campaign support

- Support the planning, coordination and execution of digital sales and customer-engagement activities.

- Assist with managing campaign timelines, activity trackers, content requirements and follow-up actions.

- Support the preparation of digital sales materials, customer communications, presentations and briefing documents.

- Coordinate with internal teams to ensure campaign and sales activities are delivered accurately and on time.

- Monitor campaign activity, customer responses, leads and outstanding actions.

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

- Maintain accurate records of activities, decisions and follow-up actions.

### Customer and stakeholder engagement

- Support responses to routine enquiries from customers, relationship managers, sales teams and internal stakeholders.

- Coordinate information requests across Digital, Marketing, Sales, Wealth, Retail Banking, Technology, Operations, Risk and Compliance teams.

- Prepare clear updates on campaign progress, customer engagement, sales opportunities and outstanding requirements.

- Help track customer or stakeholder queries through to resolution.

- Support the preparation of customer-engagement materials, meeting notes, action logs and communications.

- Contribute to initiatives designed to improve customer engagement and digital experiences.

### Digital performance reporting and analysis

- Maintain accurate trackers, campaign records, activity calendars and performance dashboards.

- Produce weekly or monthly reports covering digital activity, customer engagement, leads, conversion indicators, campaign performance and outstanding actions.

- Support basic data analysis to identify trends, customer responses and opportunities for improvement.

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

- Help translate digital sales and engagement activity into concise updates for management review.

- Support data-quality checks and ensure reports are based on accurate and appropriately handled information.

### Process, governance and controls support

- Support the maintenance of process documentation, procedures, campaign records and operational materials.

- Assist with control checks, approval tracking and content or activity reviews, where applicable.

- Maintain organised records and audit trails for campaign activities, customer communications and stakeholder approvals.

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

- Escalate questions, control concerns, customer-impacting issues or exceptions to the appropriate team or manager.

- Support the consistent application of governance standards across digital sales and engagement activities.

### Continuous improvement and team support

- Identify opportunities to improve digital sales processes, campaign reporting, customer communications and stakeholder coordination.

- Support the documentation of lessons learned, recurring issues and improvement opportunities.

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

- Work collaboratively with colleagues across functions, businesses and locations.

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

- Support a customer-focused approach to digital sales and service delivery.

## Requirements

- Currently pursuing a Bachelor’s Degree in any discipline; 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 interest in digital engagement, sales, marketing, customer experience or banking services.

- 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.

- Familiarity with Microsoft Office, digital platforms, reporting tools or customer-engagement channels is advantageous.

## Key learning opportunities

You’ll gain:

- Practical understanding of how a Digital Sales & Engagement team operates within a global bank.

- Exposure to digital sales planning, campaign coordination and customer-engagement activities.

- Experience coordinating work across Digital, Marketing, Sales, Technology, Operations, Risk, Compliance and other teams.

- Stronger business communication skills, including customer-focused writing, professional correspondence and stakeholder engagement.

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

- Greater awareness of customer needs, data governance, risk management, controls and approval processes.

- Experience monitoring campaign activity, identifying issues and escalating matters appropriately.

- Exposure to digital customer journeys, engagement initiatives and continuous improvement.

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

- A foundation for future careers in digital sales, customer engagement, marketing, customer experience, digital banking, business analysis or broader banking functions.

## Skills

### Required
- Microsoft Office
- data analysis
- communication
- interpersonal skills
- presentation skills
- problem-solving skills
- planning skills
- organisational skills
- time management

### Nice to have
- digital platforms
- reporting tools
- customer-engagement channels
- digital sales
- marketing
- customer experience
- banking services

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612556473?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)
