We are currently seeking a high calibre professional to join our team as a Investment Counsellor
In this role you will:
• Responsible for the positioning and delivery of portfolio oriented investment solutions to clients and prospects of the HSBC Private Bank.
• Accountable for assessing client need, developing and communicating a comprehensive portfolio investment strategy, coordinating advice and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio against pre-agreed risk profile.
• Monitor client portfolios for performance, appropriateness and opportunity. Provide updates on investment opportunities to clients, prospects and Relationship Managers.
To be successful you will need:
• Extensive knowledge of private banking business, competitive and regulatory environment, solid portfolio advisory skills and experience.
• Client-focused, with strong sales, analytic, technical, teamwork and relationship building skills.
• Holder of Hong Kong Monetary Authority and Securities Futures Commission Type 1 and 4, Chartered Financial Analyst or other related qualifications preferred.
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
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