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Investment Counsellor Analyst

https://www.hsbc.com Logo

HSBC

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Location:
Hong Kong, Central

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

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, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

Job Responsibility:

  • 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
  • Fluency in Cantonese and Mandarin is a must
  • Strong Microsoft Office skills

Nice to have:

Dealing and trade execution experience preferred

What we offer:
  • Continuous professional development
  • Flexible working
  • Opportunities to grow
  • Inclusive and diverse environment

Additional Information:

Job Posted:
April 30, 2025

Expiration:
May 25, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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