Investment Counsellor - Global Private Banking
HSBC
Hong Kong, Hong Kong
12天前
source : EFinancialCareers Ltd.

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world.

At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high caliber professional to join our team as Investment Counsellor .

Principal responsibilities

  • Responsible for the positioning and delivery of investment solutions to clients and prospects of the HSBC Private Bank
  • Partnering with Relationship Managers to offer appropriate investment solutions to clients, and
  • Attracting and enhancing client relationships and profitability.
  • Accountable for assessing client need, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client'
  • s overall investment portfolio.

  • The jobholder will adhere to, and be able to demonstrate adherence to, internal controls and will implement the Group compliance policy by adhering to all relevant processes / procedures.
  • The jobholder will implement measures to contain compliance risk across the business area. This will be achieved by liaising with Compliance department about business initiatives at the earliest opportunity.
  • Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimising relations with regulators.

    Requirements

  • Extensive experience in investment advisory or investment counselling, preferably in the Private Banking domain
  • Strong and wide financial products expertise
  • Entrepreneurship spirit, self-starter, independent with good presentation skills
  • Ability to self-manage competing demands in a dynamic environment
  • Strong analytical skills with an eye for details
  • Team player and high achiever with a positive attitude
  • You'll achieve more when you join HSBC.

    Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

    HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

    Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

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