Investment Counsellor Analyst Private Bank Shenzhen

International Wealth and Premier Banking

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening

up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.

We are currently seeking an experienced professional to join our team.

In this role, you will:

• Assisting the Investment Counsellors in engaging with clients and prospects of Global Private Bank
• Supporting Investment Counsellors with client related tasks such as portfolio reviews, client meeting material preparing, translations of marketing materials, investment product transaction handling.
• Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimizations
• Supporting Investment Counsellors with CIO market updates and house views on timely basis and provide clear tactical strategy to Relationship Managers to enhance their functional competencies & professionalism.
• Supporting Investment Counsellors to provide regular and timely feedback to product specialist team on customer acceptability on investment products
• Providing administrative assistance, such as meeting and business trip scheduling and organization, preparation of Client Relationship Manager reports and campaign monitoring
• Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles
• Other project or initiatives assigned by line manager
• I hereby promise, that I'll abide by the laws and regulations related to insurance agency sales, and will not solicit any insurance policy holder to surrender his/her policies, which might harm the interest of the policy holder, upon my leaving the company or upon the termination of the agency business of the bank with relevant insurance companies.

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

• Excellent organization and communication skills
• Passion and interest in the financial markets
• Risk conscious, in particular on the trading side.
• Dealing and trade execution experience preferred.
• Strong analytical skills and multitasking abilities
• Team player, high achiever, quick to learn, detail oriented, positive attitude
• High level of professional and personal integrity
• Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines
• University degree, minimum 4 years' experience as Investment Counsellor Analyst or Relationship Manager experience in foreign banks related to investment business
• AMAC qualification is a must, SAC qualification is a plus
• Fluent in both English and Chinese writing and speaking is a MUST
• Proficient in Excel, PowerPoint, Word, etc. 

You’ll achieve more at HSBC.

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 and 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 HSBC Bank (China) Company Limited