Strategic Investment Advisor

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Trading Advisor Role

At HSBC, we're committed to providing exceptional investment services to our clients. As a Trading Advisor, you'll play a key role in delivering high-quality advisory services to our clients, helping them make informed investment decisions and providing best execution dealing services.

Key Responsibilities
  • Act as the Relationship Manager of HCBS clients to provide quality investment advisory services
  • Assist customers in making informed investment decisions and provide best execution dealing services
  • Cover existing clients and develop new client networks through referrals from the HSBC Group and other sources
  • Provide customers with effective and efficient services in the trading of financial products provided by the Company
  • Monitor the financial positions of customers' accounts regarding credit risk and 'Know Your Client' requirements
  • Understand customers' investment returns and risk tolerances level, recommend investment opportunities and implement clients' investment strategies accordingly
  • Answer clients' inquiries about our services, product details and account opening procedures
  • Develop and enhance client relationships through visits and proactive follow up on issues raised by clients
  • 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

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. 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.

  • Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full time

    Unlock Your Potential as a Strategic Talent AdvisorJoin Goldman Sachs as a Strategic Talent Advisor and drive business growth through effective talent management. As a key member of the Human Capital Management (HCM) division, you will partner with global talent advisors to facilitate and drive key people development processes.Key Responsibilities:Provide...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gough Recruitment Full time

    Main Responsibilities:Deliver actionable market insights to family offices and high net worth individuals on global multi-asset investments.Ensure seamless alignment with internal guidelines and regulatory policies.Contribute to brand development through strategic initiatives, including events and webinars.Analyze market trends to identify investment...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    We are seeking a skilled professional to lead our institutional sales efforts in Hong Kong. As an Institutional Sales Strategic Leader, you will be responsible for developing and maintaining relationships with overseas institutional customers, promoting and implementing the sales of our products, and providing professional consultation and services for...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Investment Strategy Leader RoleWe are seeking a highly skilled Investment Strategy Leader to join our team at Unicorn Advisor (HK) Limited. As an Investment Strategist, you will be responsible for developing and implementing investment strategies across various asset classes, including securities, funds, and structured products.Key responsibilities...


  • Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    At SAFE Investment, we're looking for a talented Strategic Investment Data Analyst to join our systematic investing team. As a key member of our team, you'll have the opportunity to apply your analytical skills and experience with Natural Language Processing (NLP) to real-world financial data.This is a fantastic opportunity for a candidate who wants to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job Description:We are seeking a skilled and experienced Chief Investment Strategist to join our team at Unicorn Advisor (HK) Limited.About the Role:As a key spokesperson, you will develop and communicate investment strategies across various asset classes, including securities, funds, and structured products.You will provide regular market commentary and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job OverviewAs a key member of the Unicorn Advisor (HK) Limited team, the Strategic Director for Sector Transitions will play a pivotal role in driving the company's growth and success.Key ResponsibilitiesLead the origination and execution of sector transitions, leveraging expertise in marketing and financial analysis to drive business growth.Provide...


  • Hong Kong, Central and Western District, Hong Kong SAR China Amundi Full time

    Company OverviewAmundi is a global asset manager dedicated to helping its individual, professional and institutional clients achieve their financial objectives.Salary: The estimated annual salary for this role is €120,000 - €180,000 based on industry standards and market conditions in Hong Kong.Job DescriptionWe are seeking an ESG Strategic Advisor to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full time

    Gentleman Capital Limited - Investment Consultant Job DescriptionWe are seeking a highly skilled Investment Consultant to join our team at Gentleman Capital Limited.Responsibilities:Act as Investment Consultant in providing comprehensive investment related services to Account Managers and high-net-worth customers, covering the entire asset allocation...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Asset Allocation, Chief StrategistUnicorn Advisor (HK) Limited is seeking a highly experienced and skilled Asset Allocation, Chief Strategist to lead our team in Hong Kong. The successful candidate will be responsible for conducting global macro, strategy, and asset allocation research to drive investment decisions.We are looking for an individual with over...


  • Hong Kong, Central and Western District, Hong Kong SAR China Boardroom Advisors Full time

    We are seeking an experienced Strategic Business Growth Advisor to join our team at Boardroom Advisors. As a key member of our organization, you will play a vital role in helping ambitious businesses achieve their growth objectives.About Boardroom AdvisorsWe operate within the Scale-Up marketplace, servicing companies with 10-1000 staff and $2m-$100m...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Job Description:As a Strategic Financial Leader at Unicorn Advisor (HK) Limited, you will be responsible for executing the company's financial strategy and capital operation.This includes managing bank loans, convertible bonds, and equity financing to increase enterprise value.You will work closely with stakeholders to identify opportunities and develop...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank Hang Seng is committed to delivering exceptional service to our customers. Our team is made up of talented professionals who are dedicated to providing best-in-class products and services. To achieve this, we seek to attract high-calibre talent by offering a dynamic working environment, good career development...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    We are seeking a highly skilled and experienced Strategic Business Development Manager to join our team at Unicorn Advisor (HK) Limited. This is a key role responsible for driving the development and maintenance of our overseas institutional customers, promoting and implementing the institutional sales of our products.Key Responsibilities:Develop and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Renoir Full time

    Job OverviewWe are seeking a highly skilled Strategic Business Advisor to join our team at Renoir. As a key member of our consulting team, you will work closely with clients to identify and implement strategic solutions that drive business growth and improvement.Key Responsibilities:Provide strategic guidance to clients on business operations and...


  • Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    Investment Trainee ProgramAt SAFE Investment, we are seeking talented individuals to join our 2-year investment trainee program. The program is designed to prepare candidates for further advancement in investment teams, including fundamental research, systematic investing, and trading.ResponsibilitiesOperational responsibilities:Handle all aspects related to...


  • Hong Kong, Central and Western District, Hong Kong SAR China China Mobile International Limited Full time

    **Job Title:** Strategic Investment Portfolio Manager**Location:** Hong Kong**Estimated Salary Range:** HKD 800,000 - 1,200,000 per annumCompany OverviewChina Mobile International Limited is a leading international subsidiary of China Mobile, one of the world's largest telecommunications companies.Job DescriptionWe are seeking an experienced Investment...


  • Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    Classy Wheeler Limited, a leading telecom carrier and IT solutions company, seeks an experienced Marketing Strategic Advisor.We are looking for a skilled professional to assist in developing marketing strategies for our fixed line and broadband services to achieve performance targets and leading positioning.The ideal candidate will design effective...


  • Hong Kong, Central and Western District, Hong Kong SAR China Unicorn Advisor (HK) Limited Full time

    Unicorn Advisor (HK) Limited is seeking an exceptional individual to fill the role of Head of Wealth Management. This position requires a seasoned professional with a strong background in leading high-performing teams and driving business growth.The successful candidate will be responsible for overseeing the profitability and key performance indicators...


  • Hong Kong, Central and Western District, Hong Kong SAR China Tencent Full time

    **About the Role**Tencent is seeking an experienced Investment Associate to join our team, responsible for analyzing investment opportunities and leading cross-functional teams to execute deals. As a key member of our investment committee, you will be responsible for conducting industry research, company research, financial modeling, and valuation...