Trading Advisor

2 weeks ago

Hong Kong, Hong Kong SAR China HSBC Full time
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.

Broking Services provides full investment services in stocks, bonds, currencies, precious metals, commodities and derivatives to retail, corporate customers, and financial intermediaries. As a leading full service broker dealer in Hong Kong, our investment services include advisory, execution, risk and portfolio management, custodianship, and margin financing.

We are currently seeking a high calibre professional to join our team as a Trading Advisor.

Principal Responsibilities
  • To act as the Relationship Manager of HCBS clients to provide quality investment advisory services
  • To assist customer to make informed investment decision and to provide best execution dealing services
  • To cover existing client and to develop new client network through referrals from the HSBC Group and other sources
  • To provide customers with effective and efficient services in the trading of financial products provided by the Company
  • To monitor the financial positions of customers’ accounts regarding credit risk and “Know Your Client” requirements
  • To understand customers’ investment returns and risk tolerances level, recommend investment opportunities and implement clients’ investment strategies accordingly
  • To answer clients’ inquiries about our services, product details and account opening procedures
  • To develop and enhance client relationships through visits and proactive follow up on issues raised by clients
  • To stay abreast of market trends and news and provide market information to clients
Requirements
  • University degree in business, finance, or related discipline
  • Type 1, 2, 3 License of SFC
  • A team player with ability to work independently with minimal supervision
  • Strong customer mind-set and commitment to service excellence
  • Excellent communication and interpersonal skills to engage high level stakeholders
You’ll achieve more when you join HSBC.
http://www.hsbc.com/careers

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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