Investment Counselor Analyst

Principal responsibilities Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book gen

HSBC - Hong Kong - Full time

Salary: Competitive

Principal responsibilities
  • Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank
  • Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution
  • Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations
  • Providing administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring
  • Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles

Requirements
  • Excellent organisation and communication skills
  • Passion and interest in the financial markets
  • Risk conscious, in particular on the trading side.
  • Dealing and trade execution experience preferred.
  • Strong analytical skills and multitasking abilities
  • Team player, high achiever, quick to learn, detail oriented, positive attitude
  • High level of professional and personal integrity
  • Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines
  • University degree
  • Fluency in Cantonese and Mandarin is a must
  • Strong Microsoft Office skills

Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited.
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