Investment Counselling Team Head

3 days ago


Hong Kong Island, Hong Kong SAR China HSBC Full time

Some careers grow faster than others.

If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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 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 centre of everything we do.

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

Principal responsibilities

  1. Manage a team of Investment Counsellors in the delivery of high value investment advice to clients and prospects of Global Private Bank.
  2. Improve the content of the Investment Proposition while being aligned with the HSBC Group strategy and leveraging on our core strengths.
  3. Partner with Relationship Managers to offer appropriate investment solutions to ultra-high and high net worth clients.
  4. Assess client needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy.
  5. Monitor the performance and appropriateness of the client's overall investment portfolio.
  6. Oversee and ensure Business requirements and challenges are captured and resolved prior to future service launch.
  7. Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
  8. Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
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