VP Investment Counsellor 私人銀行部 副總裁

Job description

Job Advert Details

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors, and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans, and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

Global Private Bank provides personal relationship management including integrated banking, investment and wealth advisory services to high-net-worth clients and their families around the world. The business builds on the strength, heritage, and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities for our clients to manage and protect their wealth. As a leading international private bank, HSBC Private Bank has the connections to provide the very best of what the HSBC Group has to offer.

People responsibility: N
Report to: Sr. Director & Head of Private Banking Taiwan

Role Purpose: 
This job category devises prospect pitches with Relationship Management. The principal accountability is to deliver high value investment advice and/or act as Subject Matter Experts on a particular Investment area. The job holder will position the investment message of the Business in a portfolio context and provide investment advice directly to clients either on a regular basis or as required.
Job content: 
- Partnering with Relationship Managers to offer appropriate investment solutions to ultra/high net worth clients
- Attracting/enhancing high net worth client relationships and profitability
- Accountable for assessing client needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring the performance and appropriateness of the client’s overall investment portfolio
- Job holder is expected to involve other Investment Departments, Compliance, Risk and Marketing where appropriate to improve client’s portfolios and align with risk profile
- Ensure Business requirements and challenges are captured and resolved prior to future service launch
- Closely work with relationship managers, client service executives and IWS (Investments and Wealth Solutions) product specialist to deliver the comprehensive investment strategy to cater customer’s demand. 
- Good conduct at HSBC means that we deliver fair outcomes for customers, and do not disrupt the orderly and transparent operation of financial markets. We exist to serve our customers and our approach to conduct helps us ensure that we know and understand them and deliver products and services that meet their genuine needs. Our conduct framework provides us with a set of outcomes to achieve across everything we do and can be found within the Group’s Global Principles, and on the Conduct SharePoint site together with our Global Conduct Requirements

Information

- University degree in a relevant discipline
- Experiences in wealth management business or capital market preferably within private banking 
- Sound knowledge of capital market products, management solutions and alternatives
- Client facing experience will be advantageous
- Excellent communication skills in English and Mandarin
- GPAD covered
- Prerequisite License Requirement:
1) 信託業業務人員(Trust Level 4)
2) 外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員(SPS)
3) 證券投資信託事業或證券投資顧問事業業務人員(SITE/SICE)
Preferred licenses:人身保險業務員(LIFE) and 人身保險業務員銷售外幣收付非投資型保險商品(LIFEFX)