Investment Counsellor, HSBC Qianhai

HSBC Qianhai

HSBC Qianhai Securities Limited (HSBC Qianhai), a joint venture securities company, was incorporated on 28 August 2017, pursuant to Supplementary Agreement X to the Closer Economic Partnership Arrangements (CEPA) between the mainland and Hong Kong.

The registered capital of HSBC Qianhai is RMB1.8 billion. The Hong Kong and Shanghai Banking Corporation Limited (HSBC) holds 90% of the shares, while Qianhai Financial Holdings Co., Ltd. (QFH) holds the remaining 10%. Our headquarters are located in Qianhai, Shenzhen. We have branch offices in Beijing and Shanghai, and a trading outlet in Qianhai, Shenzhen.

By combining solid expertise in the domestic capital market with the global competitive advantage of the HSBC Group, we are committed to providing our customers with comprehensive securities services and a diverse range of products, aspiring to be your unique partner in China's onshore capital markets.

Our purpose – ‘Opening up a world of opportunity’ – explains why we exist. For information about our purpose and values, please visit HSBC.com.

HSBC Qianhai is part of one of the world’s largest financial services organisations. Whether you are an experienced professional, looking for your first job, or are interested in one of our student and graduate programmes, we provide many ways for you to develop your skills and achieve your career ambitions in a diverse and inclusive environment.

We offer opportunities across our organisation to build a fulfilling career and work with colleagues and customers around the world. We have roles available in business areas including Investment Banking, Securities Brokerage, Investment Advisory, Securities Proprietary Trading, Asset Management and Private Wealth Management, and Functions, Digital Business Services.

We look for people who are ambitious and want to develop their career and contribute to HSBC’s long-term, sustainable growth. We want employees who can help us achieve our strategy, balance social, environmental and economic considerations and manage risk accordingly.

To ensure we achieve this growth in the right way, we place great emphasis on our values. We are committed to applying the highest standards throughout the company, everywhere we do business.

Diversity and inclusion is at the heart of our business. Joining HSBC will give you the opportunity to work in a collegiate and supportive environment in which we seek to develop and promote you based on merit.

We also have a strong commitment to sustainability and encourage employees to participate in our community projects and other activities.

Responsibilities of the role holder

• Assess client needs, 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
• Monitor client portfolios for performance, appropriateness and opportunity
• Provide updates on investment opportunities to clients, prospects and Relationship Managers
• Maintain current knowledge of competitor investment capabilities, product offering and pricing policies
• 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

 To be successful in the role, you should meet the following requirements:

• Proven track record in investment advisory and/or investment sales in private wealth management, asset management, sell side or buy side
• Knowledge of private banking business onshore and/or offshore
• Knowledge of competitive and regulatory environment 
• Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
• Strong negotiation, complex problem resolution, communication and presentation skills
• Sound judgment, keen sense of urgency, and high level of professional and personal integrity