Posted 16 days ago
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The Investment Counsellor Analyst will support senior advisors in portfolio construction, pitch preparation and order execution while developing tailored investment strategies and asset allocation proposals for clients. The role involves providing investment education and guidance, assessing client needs and risk tolerance, and monitoring portfolios for performance and suitability. The analyst will also ensure open architecture product selection, communicate investment opportunities to clients and relationship managers, and contribute to new business initiatives and product enhancements.
- Compensation
- Not specified
- City
- Hong Kong
- Country
- Hong Kong
Currency: Not specified
Full Job Description
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
Opening up a world of opportunity
www.hsbc.com/careers
Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
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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