Investment Counsellor

Job description

Job description

Investment Counsellor

Being part of HSBC in Switzerland, you’ll help evolve and grow our business.

The job holder will be responsible for the positioning and delivery of investment solutions to Ultra High Net Worth clients and prospects of HSBC Private Bank respective region, in the context of an Advisory relationship with the primary goals of partnering with Relationship Managers to offer appropriate investment solutions to clients, and attracting/enhancing client relationships and profitability.

Are you Interested ? Do you have an Extensive knowledge of private banking ? Do you enjoy to be part of a cohesive team ?

  If you answered yes to any of these questions, we want to hear from you!

 

What you will do: 

 

Accountable for assessing client investment needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio. The IC is seconded in his role by ICAs who are in charge of the administrative aspects of the Advisory activity.

 

In this role you will:

·   Collaborate with Relationship Manager to develop investment activities with clients
·  Assess client investment needs, experience, expectations and risk tolerance.
·  Develop comprehensive investment strategy and asset allocation proposal appropriate to each client.
·  Implement the defined investment strategy with appropriate products and services, collaborate with Product specialists, Portfolio managers, other HSBC entities if needed to design the best investment solution. Be in regular contact with clients to inform them of the markets and portfolio evolution as well as Bank’s investment ideas. Review the investment strategy on a regular basis and make investment proposals to adjust portfolios to client’s risk appetite, needs and market conditions.
·  With the support of the ICAs monitor client portfolios for performance, appropriateness and opportunity. Contact clients and inform them of any SQS breach in their portfolios. Perform annual account review on time.
·  Provide updates on investment opportunities to clients and prospects
·  Provide input and support for the development of new business initiatives and product enhancement. Promote mandates to increase mandate penetration. Contribute to the increase of client share of wallet.
·  Monitor investment revenues and clients’ profitability.
·  Comply with all internal and external regulations and procedures.
·  Participate and provide input to any Bank’s initiatives if needed (definition of the offer, new IT system related to investment activities

Requirements

·  Proven track record in investment advisory; experience in portfolio management, brokerage or institutional sales useful
·  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 judgement, keen sense of urgency, and high level of professional and personal integrity
·  CFA would be a strong plus
·  Language capability as required by market
·  Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit.

  Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

 

What you’ll get in return:

 

Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:

 

·  We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
·  You can work your way and will have a say in when, where and how you and your team flexibly work together.

  Our benefits will give you financial security, and can includ e:

·  Health & meal allowance, public transport or (e-)bike allowance
·  Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil
·  Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave
·  Emergency Childcare with the Red Cross, free of charges for HSBC employees.
·  Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave,
·  Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme
·  We’ll give you a huge range of resources that support your mental, physical and social well-being, including:
·  Various sports and leisure activities organised by the employees for the employees.
·  The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
·  You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices
·  You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

 

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

·        As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

·        HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

If you have a need that requires accommodations or changes during the recruitment process, please let us know.

·     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 an 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.

Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.

 

For further information on building your career at HSBC, please visit: www.hsbc.com/careers