Investment Counsellor
Central, Hong Kong Island, HK
GCB 5
We are currently seeking a high calibre professional to join our team as a Investment Counsellor.
In this role you will:
- 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
- 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
- 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
In this role 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
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
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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