HSBC Assessments

Prepare for the HSBC recruitment process with tailor-made practice materials.

Careers at HSBC

HSBC is a global banking and financial services organisation. It is one of the world's largest, with businesses operating in over 64 countries to serve more than 40 million customers. It operates across three main areas: wealth and personal banking, commercial banking and global banking & markets. Through these, it provides services to individual savers and investors, businesses, governments and large international companies.

HSBC offers a wide range of products including mortgages, savings accounts, wealth management products and business loans and trade financing. Its services and roles include financial consulting, debt issuing and acquisitions. It has 266,000 employees worldwide and 40,000 within the UK - with a quarter of these based at the global headquarters in Canary Wharf, London.

HSBC Application Process

The recruitment process at HSBC is multi-stage and competitive, regardless of career level. HSBC offers apprenticeships, work placements, graduate roles and opportunities for experienced and senior professionals.

Roles fall under HSBC's major business areas of retail, commercial, private and investment banking, as well as its support services such as risk management, audit, legal, compliance, finance, technology and human resources. Key hiring areas include insurance, technology and Asia wealth management.

HSBC Values

During the recruitment process, HSBC looks for the presence of its four core values/principles:

Valuing difference – An open and curious mind that seeks and listens to new and differing perspectives and respects diversity within the workplace.

Succeeding together – The ability to work well as a team and collaborate across sectors and boundaries, to produce the best possible results.

Taking responsibility – Being accountable for your actions and displaying the ability to adapt and change course if necessary, in order to deliver results long-term.

Making things happen – Enthusiasm, dedication and an innovative spirit. Work at HSBC moves at pace, so the ability to work quickly through tasks and stay self-motivated is valued.

The exact nature of the HSBC recruitment process may vary slightly according to job role and location, but the procedure for student, graduate and professional roles typically comprises the steps explained below - an application form, immersive online assessment, job simulation and assessment centre.

Due to the fierce competition around each role, candidates must consistently excel throughout the recruitment process in order to secure a position. Being fully aware of what each stage of the process involves will help you to prepare and impress the HSBC recruitment team.

HSBC Application Form

To complete the HSBC application form, you will need to log your personal details, answer several questions to display you meet the eligibility criteria and complete a section for equal opportunities monitoring.

Your CV will be submitted as part of the online application process. Take time to review your CV to ensure it is fit for purpose and adequately reflects your experience and abilities.

It is recommended to tailor your CV specifically for the role you are applying for within HSBC, displaying how each of your previous job roles or experiences have equipped you with the relevant skills for the post.

If you meet HSBC's eligibility requirements, you will be invited to the next stage of the process – the immersive online assessment.

HSBC Immersive Online Assessment

HSBC's Immersive Online Assessment is comprised of three psychometric tests and aims to assess your cognitive ability, behavioural traits and subsequent suitability for the job role. All three tests are provided by Cappfinity.

HSBC Situational Strengths Assessment

The first of the tests is a situational judgement (or situational strengths) assessment, which will require you to indicate how you would respond to a range of hypothetical workplace scenarios. The questions will be multiple choice and you should select the option that best reflects the course of action you would take. Each scenario will have 4 – 5 options to consider.

HSBC Verbal Reasoning Assessment

The next test is a verbal reasoning assessment. This test assesses your ability to understand, interpret and make deductions from written material. You will be presented with a series of short texts and asked questions around tone, spelling, grammar and punctuation, as well as interpretation questions asking you to rank statements or indicate whether a given statement is true, false or if you cannot say.

The test has no official time limit, but both your accuracy and the time taken to complete the test contribute to your overall score. This means that candidates who can work at a rapid pace, without compromising accuracy, will score best.

HSBC Numerical Reasoning Assessment

The third test is a numerical reasoning assessment, which will test your ability to manipulate numbers and interpret data. The questions will involve mental arithmetic, fractions, percentages, ratios, algebra and currency conversion.

Data will be presented in the form of charts, graphs and tables. You will need to display a comfort with dealing with, and drawing conclusions from, financial data.

The questions will come in three forms: multiple choice, rank order and free form (with a box to insert your answer). Use of a calculator is permitted.

The test has no time limit, so contains questions of a higher complexity level than other timed numerical reasoning tests.

Once you receive the link to complete the assessment, you will have a set number of days to submit it. The assessment should be completed in one sitting, in a comfortable environment free from distraction, to give you the best chance of success.

HSBC Job Simulation

The second of HSBC's online assessments, the Job Simulation seeks to provide insight into the business area you have chosen. It is a situational video assessment hosted by HireVue.

You will be presented with material from a fictional project or client – consisting of excerpts of data and communications (emails, memos and reports). It is likely that a significant portion of the task will relate to financial analysis, but the assignment will vary according to your prospective department and role.

You will be asked to answer a series of questions relating to the documents provided, which will require both written and video answers. You may need to craft an email response, explain a concept to a colleague or describe how you would tackle a particular challenge (and why).

Before you begin the assessment, there is an opportunity to get used to the platform by recording a practice video answer.

As above, once you have received the link to the job simulation, you will have a set number of days to submit your effort. The test is expected to take around 50 minutes to complete.

HSBC Assessment Centre / Super Day

The HSBC Assessment Centre, or "Super Day", is a half-day experience involving interview(s) and assessment exercises. There will be both individual and group exercises.

The individual task will involve a case study, providing you with information on a specific bank, project or client. You will be required to read and interpret the information and set out your recommendations.

These recommendations will be presented to members of the recruitment team in a five-minute presentation.

For the group exercise, you will be split into groups of 4 – 6 people and presented with a workplace scenario. As you discuss how to best approach the task with your peers, you will be assessed on the worth of your contributions, how well you work within the team and your ability to listen and absorb the opinions and ideas of others.

The interview(s) will be strengths-based and give you an opportunity to convey your capabilities and potential to excel in the role at HSBC. You will need to be ready to explain why you want to work for HSBC and what appeals to you about the job role in question, so make sure you have thoroughly researched the department, industry environment and prospective responsibilities.

To illustrate your enthusiasm and suitability for the role, have some carefully selected examples to display why you would be a great fit. Keep the HSBC core values in mind and ensure you back up your examples. Using the STAR (situation, task, action, result) method can be helpful to keep your responses focused.

Top Tips To Get Hired At HSBC

Familiarise yourself with Cappfinity tests

By practicing Cappfinity tests the you can quickly become accustomed to the wording, presentation and expectations of the questions in the verbal reasoning, situational judgement and numerical reasoning assessments. This will help you will stand a better chance of achieving a high score in the official tests.

Keep the HSBC core values in mind

To align yourself with the company and job role, you should try to display possession of the HSBC core values throughout – from online application to assessment centre interview. Aim to display your curious mind, ability to listen and incorporate new perspectives and ways of working, capability to work collaboratively, sense of responsibility and drive to deliver quality results.

Get your contribution to group exercises right

This doesn't mean ensuring everything you say is correct - in fact, offering up an idea that is rebutted, reconsidering and then coming back with an adapted approach displays ingenuity and resilience. It is important to ensure you get the balance right between displaying your own skills and listening to others. HSBC will be looking for individuals who are able to work well within a team, encouraging and bringing out the best in their colleagues. Remember that these individuals are rarely the loudest voices.

See the interview as two-way exchange

View your interview not as an interrogation, but as the conversation it is intended to be. This mindset will help you to relax and sell yourself and your skills naturally and instinctively. Remember, the recruitment process is a chance to fully determine whether HSBC is the right company for you – so if there are any questions you would like to ask about process, work focus or opportunities, don't be afraid to ask the senior manager or partner conducting your interview.

Sample HSBC Assessments question Test your knowledge!

Score: /5

Which of these statements would a key stakeholder likely employ to emphasize the importance of customer relationship management in retail banking?

  • Our investment in cutting-edge trading algorithms will outperform the market average.
  • Building strong client relationships is essential for ensuring repeat business and word-of-mouth referrals.
  • Highly competitive interest rates will solely determine our market share in the next financial quarter.
  • It is crucial that we focus on minimizing operational costs to improve our financial standing.

If a current trend of a 5% increase in the client base of a private bank continues monthly, what would be the compounding percentage increase over a quarter?

  • 15.76%
  • 15%
  • 16.58%
  • 14.26%

An investment of $10,000 in a savings account with an annual interest rate of 2% compounded quarterly would result in what total balance after one year?

  • $10,202.01
  • $10,000.00
  • $10,204.04
  • $10,208.08

During a compliance review, you detect discrepancies in the client’s transaction reports. Your first course of action is to:

  • Immediately inform the client about the discrepancies.
  • Report the finding to your direct supervisor for further investigation.
  • Ignore the discrepancies as they seem minor and insignificant.
  • Adjust the reports on your own authority to what you believe is correct.

After processing monthly statements, you notice that two account numbers differ by a single digit, yet the names and balances are for the same client. What is the most likely explanation?

  • A clerical error in inputting the account number.
  • The client has two separate accounts with nearly identical numbers.
  • The discrepancy is a result of a system glitch.
  • This is an indication of potential fraudulent activity.

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HSBC Assessments Tips

Know the Landscape

Before you even start practicing for HSBC's rigorous assessment process, take the time to understand the finance sector and the specific areas HSBC operates in. Familiarize yourself with Commercial Banking, Global Banking and Markets, Retail Banking and Wealth Management, as well as Global Private Banking. This knowledge will help you contextualize questions and impress in scenario-based assessments.

Simulate the Real Thing

Use Fintest's practice exams to replicate the actual test environment. Allocate uninterrupted time to take the tests as if you were in the real assessment. The closer your practice conditions are to the real thing, the more comfortable you'll feel on the big day.

Review and Understand

After each practice test on Fintest, spend time reviewing your answers. It's vital to understand why certain answers are correct and why others are not. This reflection period will greatly enhance your learning and improve future test performance.

Manage Your Time Wisely

Time management can be critical during these assessments. Fintest's practice exams will allow you to gauge how much time to allocate per question. Learn to balance speed with accuracy to maximize your chances of success.

Stay Calm and Focused

Tests can be daunting, but maintaining a clear head is essential for success. Practice relaxation techniques with each Fintest exam, such as deep breathing or positive visualization. This will help keep test anxiety at bay and allow your preparation to shine through.

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HSBC Assessments FAQs

What are HSBC core values?

HSBC's core values are to be open to different ideas and cultures, to work collaboratively and with integrity, and to be committed to sustainability and making a positive impact on society.

Is the HSBC online immersive assessment difficult?

The difficulty of HSBC's online immersive assessment will depend on your individual strengths and weaknesses, but it generally requires critical thinking, problem-solving, and decision-making skills.

What math concepts do I need to know for HSBC finance tests?

HSBC finance tests may require knowledge of concepts such as financial mathematics, probability and statistics, and financial statement analysis.

How do I practice HSBC assessments?

To practice for HSBC assessments, you can use our online resources and free practice tests.