Investment Counsellor - Global Private Banking

Job level Middle
Work exp 4 Years To 6 Years
Education Bachelor Degree
Location
Within Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Investment & Securities
Banking / Finance > Private Banking / Wealth Management
Published On 30/04/2019
ref. 0000CYQQ
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.
 
In this role, you will
  • Provide investment support, education and guidance to clients, prospects and Relationship Managers
  • Assess client need, experience, expectations and risk tolerance
  • Develop comprehensive investment strategy and asset allocation proposal appropriate to client
  • Coordinate execution of investment strategy with appropriate products and services
  • Ensure use of open architecture product selection to ensure best in class product offering
  • Monitor client portfolios for performance, appropriateness and opportunity
  • Provide updates on investment opportunities to clients, prospects and Relationship Managers
  • Provide input and support for the development of new business initiatives and product enhancement
  • Identify and communicate issues or limitations related to product, platform, operations, systems or pricing
  • Ensure integrity of sales process and compliance with all HSBC and regulatory policies
  • Maintain current knowledge of competitor investment capabilities, product offering and pricing policies
  • To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators  
To be successful in this role, you should meet the following requirements
  • Proven track record in investment advisory
  • Experience in portfolio management, brokerage or institutional sales useful
  • Demonstrated experience in buy side financial markets
  • Extensive knowledge of private banking business onshore and offshore, and competitive and regulatory environment 
  • Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
  • Strong negotiation, complex problem resolution, communication and presentation written and oral skills
  • Sound judgment, keen sense of urgency, and high level of professional and personal integrity
For further details and application information please visit our career site, search under reference number 0000CYQQ
 
You’ll achieve more when you join HSBC.

www.hsbc.com/careers

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.
 
Issued by The Hongkong and Shanghai Banking Corporation Limited