Graduate Trainee

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.