Investment Counsellor Analyst - Global Private Banking
HSBC Group
Hong Kong, China
5天前

Description

Join our fast-growing Asia Wealth Management teams

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 Analyst .

Principal responsibilities

Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank

Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution

Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations

Providing administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring

Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles

Requirements

Excellent organisation and communication skills

Passion and interest in the financial markets

Risk conscious, in particular on the trading side.

Dealing and trade execution experience preferred.

Strong analytical skills and multitasking abilities

Team player, high achiever, quick to learn, detail oriented, positive attitude

High level of professional and personal integrity

Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines

University degree

Fluent in English and Cantonese, proficiency in Mandarin useful

Strong Microsoft Office skills

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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