A day in the life of a private banker at HSBC

Sarah JacobsApr 4, 2017, 23:10 IST

Sarah Jacobs

This March, Allisen Graves celebrated her 10th year with HSBC in New York City. A senior vice president relationship manager with the private bank, Graves has been working with many of the same high-net-worth clients for years, advising them through any decisions they must make regarding banking, lending, trusts, insurance, and investments - every "financial aspect of [their] life," she told Business Insider over lunch recently.

"My clients are like family to me," Graves said. "[These financial choices] are going to impact their children, their spouses, their charities, or whoever that next generation of wealth is going to be passed on to. I play a very important role in their lives."

Her role calls for busy days that are filled to the brim with client meetings and seminars. We asked Graves to document a typical day, starting from the moment she wakes up bright and early in her home in suburban New Jersey.

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A day in the life of a private banker at HSBC