job description
Launch your career in wealth management with HSBC's prestigious 6-Month Wealth Graduate Associate Program, now available in Bali's vibrant financial hubs including Canggu, Ubud, Denpasar, and Kuta. This immersive development program is designed to transform ambitious graduates into fully licensed Wealth Managers and future leaders within one of the world's most respected financial institutions.
As a Wealth Graduate Associate, you'll receive world-class training from industry experts, gain hands-on experience with high-net-worth clients, and develop the skills needed to excel in private banking and wealth advisory. This program offers:
- Professional Certification: Complete your Capital Markets Services Representative's License (CMSRL) and other relevant certifications
- Mentorship: Work alongside experienced Wealth Managers and senior leaders
- Career Growth: Clear pathway to full-time Wealth Manager roles upon successful completion
- Global Exposure: Access to HSBC's international network and best practices
- Competitive Compensation: Monthly stipend with performance-based bonuses
Bali's growing financial sector offers the perfect environment to begin your wealth management career. With HSBC's strong presence in Indonesia and commitment to talent development, this program provides the ideal foundation for a successful future in finance. Join us and become part of a team that manages billions in assets while enjoying Bali's unique work-life balance.
Program Duration: 6 months (with potential for full-time conversion)
Start Date: Immediate openings available
Location: Multiple HSBC wealth management centers across Bali
Responsibility
- Assist senior Wealth Managers in developing and implementing comprehensive financial plans for high-net-worth clients
- Conduct market research and analysis to identify investment opportunities aligned with client risk profiles
- Prepare detailed client reports and presentations on portfolio performance and market trends
- Support the onboarding process for new clients, including KYC (Know Your Customer) procedures
- Participate in client meetings and take detailed notes to ensure accurate follow-up
- Collaborate with cross-functional teams including investment specialists and risk management
- Complete all required training modules and certification exams within the program timeline
- Maintain up-to-date knowledge of financial regulations, products, and market developments
Qualifications
- Recent graduate (2023-2024) with a Bachelor's degree in Finance, Economics, Business, or related field
- Strong academic record with a minimum GPA of 3.2/4.0 or equivalent
- Excellent numerical and analytical skills with proficiency in Microsoft Excel
- Fluency in English (additional languages are a plus)
- Demonstrated interest in wealth management, investments, or financial planning
- Strong interpersonal and communication skills with a client-focused mindset
- Ability to work in a fast-paced, dynamic environment with tight deadlines
- Willingness to obtain necessary financial certifications during the program