at HSBC
OtherPosted 7 days ago
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The role of **Investment Counsellor Analyst** involves supporting senior advisors in portfolio management, strategy development, and client education. Key responsibilities include crafting investment strategies, executing trades, monitoring portfolios, and enhancing product offerings. Proven experience in portfolio management or related fields is required, along with strong sales, analytical, technical, and relationship-building skills. A keen interest in learning about investment products and a client-focused approach are essential. This role offers an opening into a global banking environment with opportunities for growth and development.
- Compensation
- Not specified
- City
- Not specified
- Country
- Hong Kong
Currency: Not specified
Full Job Description
GCB 5
We are currently seeking a high calibre professional to join our team as an Investment Counsellor Analyst.
In this role you will:
- Supporting senior advisors on portfolio construction/ pitching preparation and order execution
- Develop comprehensive investment strategy and asset allocation proposal appropriate to client
- Provide investment support, education and guidance to clients, prospects and Relationship Managers
- Assess client need, experience, expectations and risk tolerance
- 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
To be successful you will:
- Experience in portfolio management/ sell side equity research/ advisory in private banks useful
- Passionate about learning portfolio management and investment products
- 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
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.
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