Investment Counsellor, HSBC

HSBC

Location:
Hong Kong, Central

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. This role involves partnering with Relationship Managers to deliver premium investment offerings, providing tailored investment strategies, and ensuring compliance with HSBC and regulatory policies.

Job Responsibility:

Partner with Relationship Managers to deliver PRISM Premium offering to clients and prospects of the HSBC Private Bank. Attract and enhance client relationships and business opportunities
Supporting senior advisors on portfolio construction/ implementation/ monitoring/ pitching preparation and order execution
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

Requirements:

Passionate on flat fee portfolio advisory model
Experience in portfolio management/ sell side equity research/ advisory in private banks useful
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

What we offer:

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

Additional Information:

Job Posted:
September 24, 2025

Expiration:
October 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Investment Counsellor

HSBC

Location:Hong Kong, Central

Category:Finance

Contract Type:Employment contract