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Lead Investment Consultant

2 months ago

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

A Career with HSBC

HSBC is dedicated to delivering exceptional service. Our employees are our greatest asset and play a crucial role in our ongoing efforts to enhance performance for our clients and provide top-tier products and services. We aim to attract talented individuals by offering a vibrant work environment, excellent career advancement opportunities, and competitive remuneration packages.

Investment and Wealth Management – Chief Investment Office and Advisory Services

HSBC's Investment and Wealth Management division provides a comprehensive range of investment products and services tailored for our Wealth and Personal Banking clientele, spanning from high-net-worth individuals to broader market segments through various channels. We offer investment funds managed by leading fund managers, encompassing diverse fund types, regions, and asset classes. A variety of structured products linked to equities, foreign exchange rates, interest rates, and investment funds are available for investors pursuing distinct investment goals. Additionally, we provide fixed income instruments and certificates of deposit for clients seeking regular income. Our securities services cover both local and international exchange-traded equities, accessible through a wide array of trading platforms. Margin trading services for foreign exchange and securities, along with investment financing options, enhance liquidity and purchasing power to meet the investment needs of sophisticated clients.

We are looking for a highly skilled professional to fill the role of Senior Investment Advisor.

Key Responsibilities

  • Engage in Wealth and Personal Banking High-Net-Worth client meetings alongside Relationship Managers to share insights on market trends and effective asset allocation strategies.
  • Conduct thorough global market investment analysis, developing innovative investment strategies and portfolio recommendations.
  • Create market commentary, prepare market update presentations, and deliver advisory services for Wealth and Personal Banking.
  • Contribute to the formulation and execution of initiatives related to compliance, systems, and procedures within the investment advisory function.

Requirements

  • A university degree in Finance, Economics, or related fields, with successful completion of the Hong Kong Securities Institute Licensing Examinations; CFA designation is advantageous. Candidates with relevant experience but lower academic qualifications may also be considered.
  • A minimum of 10 years of experience in investment advisory services, with a strong understanding of global and local markets and investment products.
  • Compliance with competency requirements to perform regulated activities as outlined under the Securities and Futures Ordinance.
  • A strong customer-centric approach with a commitment to delivering exceptional service quality.
  • High self-motivation, capable of working independently and under pressure.
  • Proficiency in both written English and Chinese; fluency in Putonghua is a plus.

Stay informed about our career opportunities at HSBC.

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