Investment Counselling Analyst - Global Private Banking

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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as an Investment Counselling Analyst.

Principal Responsibilities

• Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank
• Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution
• Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations
• Providing administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring
• Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles

Requirements

• Excellent organisation and communication skills
• Passion and interest in the financial markets
• Risk conscious, in particular on the trading side
• Dealing and trade execution experience preferred
• Strong analytical skills and multitasking abilities
• Team player, high achiever, quick to learn, detail oriented, positive attitude
• High level of professional and personal integrity
• Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines
• University degree
• Fluent in English and Cantonese, proficiency in Mandarin useful
• Strong Microsoft Office skills