Investment Counsellor
2 weeks ago
We are currently seeking a high calibre professional to join our team as an Investment Counsellor. In this role you will: Provide investment support, education and guidance to clients, prospects and Relationship Managers Assess client need, experience, expectations and risk tolerance Develop comprehensive investment strategy and asset allocation proposal appropriate to client Coordinate execution of investment strategy with appropriate products and services Ensure use of open architecture product selection to ensure best in class product offering Monitor client portfolios for performance, appropriateness and opportunity Provide updates on investment opportunities to clients, prospects and Relationship Managers Provide input and support for the development of new business initiatives and product enhancement Identify and communicate issues or limitations related to product, platform, operations, systems or pricing Ensure integrity of sales process and compliance with all HSBC and regulatory policies Maintain current knowledge of competitor investment capabilities, product offering and pricing policies To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators To be successful you will need: Proven track record in investment advisory Experience in portfolio management, brokerage or institutional sales useful Demonstrated experience in buy side financial markets Extensive knowledge of private banking business onshore and offshore, and competitive and regulatory environment Client focused, with strong sales, analytic, technical, teamwork and relationship building skills Strong negotiation, complex problem resolution, communication and presentation written and oral skills Sound judgment, keen sense of urgency, and high level of professional and personal integrity Fluency in Mandarin Chinese is a must The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks). Opening up a world of opportunity 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. https://www.youtube.com/embed/QmZ7Un5gR8c?si=LCa6slfBqlUlxUE-
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Investment Counsellor
2 weeks ago
hong kong, Hong Kong SAR China HSBC Full timeHSBC Central & Western District, Hong Kong SAR Investment Counsellor HSBC is seeking a high calibre professional to join our team as an Investment Counsellor. Principal Responsibilities Provide investment support, education and guidance to clients, prospects and Relationship Managers. Assess client needs, experience, expectations and risk tolerance. Deliver...
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Investment Counsellor
1 day ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeWe are currently seeking a high calibre professional to join our team as an Investment Counsellor . In this role you will: Partner with Relationship Managers to offer investment solutions to clients within client risk profile Accountable for assessing client need, developing and communicating a comprehensive portfolio investment strategy, coordinating advice...
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Investment Counsellor
3 days ago
hong kong, Hong Kong SAR China Perennial HR Full timeAre you an experienced investment professional seeking to transition into Private Banking? Our client, a well-capitalized Asian Private Bank, is looking for an Investment Counsellor to deliver expert financial advice to high-net-worth individuals and partner closely with Relationship Managers to grow and retain client relationships. Key Responsibilities:...
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Director, Investment Counsellor
3 days ago
Hong Kong Island, Hong Kong SAR China Perennial HR Full timeDirector, Investment Counsellor - Private Banking Job Description: Our client is a well-established and rapidly growing financial institution based in Hong Kong, renowned for its excellence in the banking sector. This esteemed client is a leading player in the Asian market, known for its comprehensive range of financial services and commitment to delivering...
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Investment Counsellor
1 week ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeLocation HSBC Central & Western District, Hong Kong SAR We are currently seeking a high calibre professional to join our team as an Investment Counsellor . In This Role You Will Provide investment support, education and guidance to clients, prospects and Relationship Managers Assess client need, experience, expectations and risk tolerance Develop...
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Investment Counsellor
6 days ago
Hong Kong, Hong Kong SAR China HSBC Full timeWe are currently seeking a high calibre professional to join our team asan Investment Counsellor. In this role you will: Partner with Relationship Managers to offer investment solutions to clients within client risk profile Accountable for assessing client need, developing and communicating a comprehensive portfolio investment strategy, coordinating advice...
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Hong Kong Island, Hong Kong SAR China Perennial HR Full timeA leading financial institution in Hong Kong is seeking an experienced Director, Investment Counsellor for their Private Banking division. The role involves offering investment advice to high-net-worth clients and requires deep knowledge of financial markets and investment strategies. Candidates should have a Bachelor's degree in related fields and proven...
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Hong Kong Island, Hong Kong SAR China HSBC Full timeA leading banking corporation in Hong Kong is seeking an experienced Investment Counsellor to provide tailored investment solutions in alignment with client risk profiles. The ideal candidate will collaborate closely with Relationship Managers and be accountable for developing and executing comprehensive investment strategies. Candidates should possess...
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Senior Investment Counsellor
3 days ago
Hong Kong Island, Hong Kong SAR China Randstad Hong Kong Limited Full timeA leading regional securities and asset management firm with a strong footprint across Asia is partnering with Randstad to hire a Senior Investment Counsellor for their expanding Private Wealth Management division. This is a critical role for an experienced individual looking to join a dynamic and collaborative front‑office team. The Role: As a Senior...
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hong kong, Hong Kong SAR China Perennial HR Full timeInvestment Counsellor Assistant, Asian Private Bank Job Description: Responsibilities: Support Investment Consultants in market trend analysis and investment proposal preparation. Execute orders across various asset classes, including FX, bonds, equities, ELNs, mutual funds, and alternative investments. Provide comprehensive assistance to Investment...
