Investment Counsellor Associate
2 weeks ago
HSBC Global Private Banking is seeking a high-calibre professional to join our team as an Investment Counsellor Associate. This role will support Investment Counsellors in delivering investment solutions to clients and prospects, as well as assist with client-related tasks, investment initiatives, and administrative support.
Key Responsibilities:
- Assist Investment Counsellors in positioning and delivering investment solutions to clients and prospects
- Support Investment Counsellors with client-related tasks, such as account reviews and investment proposal generation
- Support Investment Counsellors with investment initiatives, including preparation of marketing materials and portfolio optimisations
- Provide administrative assistance, such as meeting and business trip scheduling and organisation
- Comply with internal and external rules, regulations, and procedures
Requirements:
- Excellent organisation and communication skills
- Passion and interest in the financial markets
- Risk-conscious and analytical skills
- Dealing and trade execution experience preferred
- Strong analytical skills and multitasking abilities
- Team player with high achieving and positive attitude
- High level of professional and personal integrity
- Ability to work under pressure and maintain quality of detailed work
- University degree
- Fluent in English and Cantonese, proficiency in Mandarin useful
- Strong Microsoft Office skills
About 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.
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