Investment Counsellor, HSBC

HSBC

Location:
Hong Kong, Central

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

HSBC's Global Private Banking division is seeking a high-calibre professional for the role of Investment Counsellor. Responsibilities include providing investment guidance, assessing client needs, delivering market updates, developing investment strategies, monitoring portfolios, supporting new business initiatives, and communicating opportunities or limitations. Candidates with a proven track record in wealth management, strong sales and analytic skills, and a client-focused approach are encouraged to apply. Benefits include professional development, flexible working, and opportunities within an inclusive work culture.

Job Responsibility:

Provide investment support, education and guidance to clients, prospects and Relationship Managers
Assess client need, experience, expectations and risk tolerance
Deliver CIO (Chief Investment Office) market updates and house views on timely basis and provide clear tactical strategy to Relationship Managers to enhance their functional competencies & professionalism
Develop comprehensive investment strategy and asset allocation appropriate to clients
Coordinate execution of investment strategy with appropriate products and services
Monitor client portfolios for performance, appropriateness and opportunity
Provide updates on investment insights 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

Requirements:

Proven track record in investment advisory and/or investment sales in private wealth management, asset management, sell side or buy side
Knowledge of private banking business onshore and/or offshore
Knowledge of competitive and regulatory environment
Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
Strong negotiation, complex problem resolution, communication and presentation skills
Sound judgment, keen sense of urgency, and high level of professional and personal integrity

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
September 10, 2025

Expiration:
September 24, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Investment Counsellor

HSBC

Location:Hong Kong, Central

Category:Finance

Contract Type:Employment contract