Investment Counsellor Analyst - Global Private Banking
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
- 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
To find out more about roles in Wealth Management in Hong Kong, mainland China and Singapore visit www.hsbc.com/wealth-careers 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.
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