Investment Counsellor, Taiwan and China Market - Global Private Banking Investment Counsellor, Taiwan and China Market -  …

HSBC
in Hong Kong
Permanent, Full time
Be the first to apply
Not Specified
HSBC
in Hong Kong
Permanent, Full time
Be the first to apply
Not Specified
HSBC
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.  As your application progresses, you

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.  As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.  If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. 

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 calibre professional to join our team as an Investment Counsellor, Taiwan and China Market.

Principal Responsibilities 

  • 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 

Requirements 

  • Bachelor degree in Business, Finance or related disciplines
  • 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
  • Fluent in Mandarin and English, able to read and write Chinese

To be considered for this role, the relevant rights to work in Hong Kong is required.

You’ll achieve more when you join HSBC.
www.hsbc.com/careers

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.



Company Overview

HSBC is one of the world’s largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global Banking & Markets. Our network covers 64 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.

We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realise their ambitions.

Whether you are looking for a first job or taking the next step in your career, we offer many ways for you to achieve your ambitions. Come and work with us and you'll have opportunities to build connections with colleagues and customers worldwide and help build the bank for the future.

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