Offers “HSBC”

Expires soon HSBC

Investment Counselor - Global Private Banking

  • Graduate job
  • Hong Kong (Central And Western District)
  • Sales

Job description

Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
 
HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the center of everything we do. With USD517 billion of total assets under management*, HSBC Private Bank is one of the largest international private banks.
*Source: HSBC Annual Results 2012
 
We are currently seeking a high caliber professional to join our team as Investment Counselor.
 
Principal responsibilities
Direct client facing portfolio advisory
Responsible for the positioning/delivery of portfolio oriented investment solutions to clients and prospects of the HSBC Private Bank
Partnering with Relationship Managers to offer appropriate investment solutions to clients within client risk profile
Attracting/enhancing client relationships and business opportunities.
Accountable for assessing client need, developing and communicating a comprehensive portfolio investment strategy, coordinating appropriate 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
Coordinate with Investment Services and Product Solutions (ISPS) Group team members to ensure consistency of strategic and tactical approach
Provide input and support for the development of new business initiatives and product enhancement
Identify/communicate issues or limitations related to product, platform, operations, systems or pricing
Ensure integrity of sales process and compliance with all HSBC and regulatory policies
Maintain current knowledge of competitors’ investment capabilities, product offering and pricing policies
Follow HSBC Global Standards in compliance and risk control and HSBC Values

Desired profile

Requirements
Extensive knowledge of private banking business (onshore and offshore), and competitive and regulatory environment 
Solid portfolio advisory skills and experience
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 judgment, keen sense of urgency, and high level of professional and personal integrity
Chartered Financial Analyst or other related qualifications preferred
Hong Kong Monetary Authority or Securities Futures Commission Type 1 and 4
Fluent in English, Chinese language is an advantage
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC 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 originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.
 
You’ll achieve more when you join 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 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.
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