GCB 4 We are currently seeking a high calibre professional to join our team as a
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: - Experience in handling HNW, UHNW and Family Office clients
- Strong knowledge in the financial markets and different asset classes
- Excellent organization and communication skills
- 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
- Fluent in English and Cantonese, proficiency in Mandarin useful
- Strong Microsoft Office skills
Opening up a world of opportunity 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.
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