Investment Counsellor

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

In this role you will:

• 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
• Maintain current knowledge of competitor investment capabilities, product offering and pricing policies
• To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators

To be successful you will need:

• Proven track record in investment advisory
• Experience in portfolio management, brokerage or institutional sales useful
• Demonstrated experience in buy side financial markets
• Extensive 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
• Fluency in Mandarin Chinese is a must