Investment Counsellor Analyst

GCB 5

We are currently seeking a high calibre professional to join our team as an Investment Counsellor Analyst.

In this role you will:

• Provide pre-trade and post trade support to Investment Counsellor i.e. quotation, trade voice log with clients, trade execution, sending trade confirmation after execution.
• Maintain position/exposure reports on selected client trades.
• Help prepare portfolio review materials for Investment Counsellors
• Handle client enquiries when Investment Counsellor is absent
• High attention to details and strong sense of compliance to suitability/procedure guidelines

To be successful you will need:

• Undergraduate degree or above
• Relevant job experience in large institution, preferably in the Wealth Management/Sales & Trading roles.
• High attention to details and strong sense of compliance to suitability/procedure guidelines

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).

Opening up a world of opportunity
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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