Investment Councellor Analyst

We are currently seeking a high calibre professional to join our team as a Investment Councellor Analyst.
 
In this role you will:

Trade Execution and Suitability Checking

• Manage the end-to-end trade order process, placing trade orders and liaising with the execution desk
• Ability to understand and work across asset classes including Equity, Bonds, FX, Funds, Discretionary Programmes and Alternatives
• Demonstrate a clear understanding of various asset classes, product risk, suitability and sales procedures
• Capable in collaborating with Relationship Managers, Product Teams and Operation Teams to ensure seamless trade execution and post-sales services
• Ensure all client-related activities are compliant with HSBC internal policies and external regulatory requirements 

Portfolio Analysis and Performance Reporting

• Monitor client portfolios for adherence to investment mandates, risk levels and client objectives
• Prepare investment materials, pitch books and regular portfolio review materials, using data visualization to create performance reports for client meetings

Client Engagement

• Act as a point of contact for day-to-day client queries related to their investment needs and portfolios
• Assist Relationship Managers and Investor Counsellors in cultivating client relationships by providing prompt response in client’s trading and investment activities

To be successful you will need: 

•    Experience in trade execution and order placing 
•    Demonstrated knowledge of public and private markets
•    Hands-on experience with market data terminals 
•    Detail-oriented mindset and ability to deliver accurate and consistent work under pressure 
•    Excellent communication and interpersonal skills, quick learner 
•    Proficiency in Microsoft Office 
•    A strong sense of integrity, professionalism and a client-centric mindset