Account Executive - Broking Services
HSBC Group
Hong Kong, China
1天前

Description

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.

Within Retail Banking and Wealth Management, Broking Services provides full investment services in stocks, bonds, currencies, precious metals, commodities and derivatives to retail, corporate customers and financial intermediaries.

As a leading full service broker dealer in Hong Kong, our investment services include advisory, execution, risk and portfolio management, custodianship, and margin financing.

We are currently seeking a high caliber professional to join our team as Account Executive .

Principal responsibilities

  • To develop new client network through referrals from the HSBC Group and other sources
  • To provide customers with effective and efficient services in the trading of financial products provided by the Company.
  • To monitor the financial positions of customers’ accounts with regard to credit risk and Know Your Client requirements.

    To understand customers’ investment returns and risk tolerances level, recommend investment opportunities and implement clients’ investment strategies accordingly.

    To answer clients’ inquiries about our services, product details and account opening procedures.

    To develop and enhance client relationships through visits and proactive follow up on issues raised by clients.

    To stay abreast of market trends and news and provide market information to clients.

  • To follow up transactions with clients.
  • To develop and maintain good relationship between customers and the HSBC Group.

    Requirements

  • University graduate
  • Solid working experience with investment product knowledge including structured product, bonds, FX, futures and options etc
  • Type 1, 2, 3 License of Securities Futures Commission
  • Able to take up irregular working hour duty assignment
  • Adhere to, and be able to demonstrate adherence to internal control
  • You’ll achieve more when you join HSBC.

    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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