Central, Hong Kong Island, Hong Kong
18 hours ago
Investment Counsellor - Global Private Banking

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. 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 Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as anInvestment Counsellor.

Principal Responsibilities

Provide investment support, education and guidance to clients, prospects and Relationship ManagersAssess client need, experience, expectations and risk toleranceDevelop comprehensive investment strategy and asset allocation proposal appropriate to clientCoordinate execution of investment strategy with appropriate products and servicesEnsure use of open architecture product selection to ensure best in class product offeringMonitor client portfolios for performance, appropriateness and opportunityProvide updates on investment opportunities to clients, prospects and Relationship ManagersProvide input and support for the development of new business initiatives and product enhancementIdentify and communicate issues or limitations related to product, platform, operations, systems or pricingEnsure integrity of sales process and compliance with all HSBC and regulatory policiesMaintain current knowledge of competitor investment capabilities, product offering and pricing policiesTo maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators

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. 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 Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as anInvestment Counsellor.

Principal Responsibilities

Provide investment support, education and guidance to clients, prospects and Relationship ManagersAssess client need, experience, expectations and risk toleranceDevelop comprehensive investment strategy and asset allocation proposal appropriate to clientCoordinate execution of investment strategy with appropriate products and servicesEnsure use of open architecture product selection to ensure best in class product offeringMonitor client portfolios for performance, appropriateness and opportunityProvide updates on investment opportunities to clients, prospects and Relationship ManagersProvide input and support for the development of new business initiatives and product enhancementIdentify and communicate issues or limitations related to product, platform, operations, systems or pricingEnsure integrity of sales process and compliance with all HSBC and regulatory policiesMaintain current knowledge of competitor investment capabilities, product offering and pricing policiesTo maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulatorsProven track record in investment advisoryKnowledge of client onboarding process and due diligent requirementsExperience in portfolio management, brokerage or institutional sales usefulDemonstrated experience in buy side financial marketsKnowledge of private banking business onshore and offshore, and competitive and regulatory environmentClient focused, with strong sales, analytic, technical, teamwork and relationship building skillsStrong negotiation, complex problem resolution, communication and presentation written and oral skillsSound judgment, keen sense of urgency, and high level of professional and personal integrity

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

Proven track record in investment advisoryKnowledge of client onboarding process and due diligent requirementsExperience in portfolio management, brokerage or institutional sales usefulDemonstrated experience in buy side financial marketsKnowledge of private banking business onshore and offshore, and competitive and regulatory environmentClient focused, with strong sales, analytic, technical, teamwork and relationship building skillsStrong negotiation, complex problem resolution, communication and presentation written and oral skillsSound judgment, keen sense of urgency, and high level of professional and personal integrity

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

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