Internships Jul – Sep 2023
HSBC
Wealth and Personal Banking
Wealth Management Intern
Worked on prospective-client referrals, competitor research, and regional sales-performance reporting in Wealth and Personal Banking. The experience combined client-facing communication with analysis of product differentiation and team performance.
Screening and referring clients
Screened prospective clients by profile, assets, needs, and KYC requirements. Used tailored scripts to support referrals and connect client needs with product benefits, ranking first among the internship cohort by conversion rate.
Benchmarking four banks
Compared four competitor banks’ target segments and product benefits. Identified differentiated selling points and refined sales scripts so the research could support practical client conversations.
Building a regional dashboard
Used Excel Power Query and VLOOKUP to organize regional sales data and create a dashboard with year-on-year, month-on-month, and quarter-on-quarter comparisons. Combined performance reporting with competitor analysis to identify training needs.
Outcome & delivery
Four-bank competitor review and regional dashboard; ranked first among the internship cohort by client conversion rate.
- Client-needs analysis
- KYC
- Competitor research
- Excel Power Query
- VLOOKUP