Strategic Investment Advisor
4 weeks ago
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.
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