A day in the life of a private banker at HSBC

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A day in the life of a private banker at HSBC

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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.

Graves says it's "go-time" from the second she wakes up at 5 a.m.

Photo courtesy of Allisen Graves

The first thing she does is make a cup of coffee and check her work email via her Blackberry. She'll also catch up on any overnight market news she might have missed while sleeping.

Photo courtesy of Allisen Graves

Next, she wakes up her kids — Ryan, 4, and Madison, 7 — to get ready for school. Depending on their schedules, Graves and her husband, Jim, will alternate who does the drop-off.

Photo courtesy of Allisen Graves

Today, Graves takes her son to preschool for his 6:30 a.m. drop-off since she needs to get to the office a bit early. Breakfast is provided at the school, and Graves sits with one of her son's teachers for a quick bite.

See the rest of the story at Business Insider

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April 4, 2017 at 05:57AM