We are currently seeking a high calibre professional to join our team as a Investment Counsellor.
In this role you will:
- Client Advisory, Investment Strategy and Relationship
- Originate and deliver tailored investment advice based on a deep understanding of clients’ background and total wealth picture
- Function as primary client contact and trusted advisor for clients including direct communication, opportunities identifications, portfolio advice and post sales execution.
- Act as a thoughtful partner to clients, providing insights on market developments, tactical opportunities, and long-term asset allocation based on CIO insights and house views
Build and cultivate relationship with existing clients and possess entrepreneurial spirit and capability in developing new relationships
- Portfolio Construction and Management
- Possess a good understanding in asset allocation and ability to apply to client portfolios according to their investment objectives and requirements
- Conduct ongoing portfolio reviews and consolidate investment performance
- Utilize portfolio visualization tools to translate data into client presentation narratives
- Conduct research and analysis on market trends, economic indicators, and other financial data to formulate investment recommendations
- Determine suitability and ensure investment activities are compliant with HSBC internal policies and external regulatory requirements
- Business Development and Collaboration
- Work closely with Relationship Managers to address client needs and develop solutions
- Engage with Product Teams in understanding new product launches and existing product updates to ensure appropriate advice will be promptly delivered to clients
- Articulate HSBC Private Bank’s value propositions to clients
- Engage in identifying cross-selling opportunities including other business functions of the bank, including lending, trust and global banking and markets, etc.
To be successful you will need:
- Deep expertise across public and private markets, including Equities, FX, Fixed Income, Alternatives, Funds and Structured Products
- Curiosity and commitment to continuous learning to stay ahead of evolving market trends, technologies, and client demands
- Hands-on experience with market data terminals
- Sharp analytical mindset with attention to detail and strong presentation skills
- Proactive problem-solver and synthesize information into actionable advice
- Strong interpersonal and collaborative skills
- Proficiency in Microsoft Office
- Language: Cantonese, Mandarin and English
- A strong sense of integrity, professionalism and a client-centric mindset
