at HSBC
OtherPosted 6 days ago
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Highly skilled **Investment Counsellor** sought to provide tailored portfolio investment strategies to HSBC Private Bank clients. Core responsibilities: assess client needs, develop strategies, coordinate execution, monitor performance, and communicate opportunities. Required: extensive private banking experience, solid advisory skills, sales acumen, strong analytics, teamwork, and relationship-building capabilities. Necessary qualifications: Hong Kong restarted Monetary Authority and Securities Futures Commission Types 1 and 4, Chartered Financial Analyst or equivalent.
- 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 a Investment Counsellor
In this role you will:
Responsible for the positioning and delivery of portfolio oriented investment solutions to clients and prospects of the HSBC Private Bank.
Accountable for assessing client need, developing and communicating a comprehensive portfolio investment strategy, coordinating advice and execution against that strategy, and monitoring performance and appropriateness of the clients overall investment portfolio against pre-agreed risk profile.
Monitor client portfolios for performance, appropriateness and opportunity. Provide updates on investment opportunities to clients, prospects and Relationship Managers.
To be successful you will need:
Extensive knowledge of private banking business, competitive and regulatory environment, solid portfolio advisory skills and experience.
Client-focused, with strong sales, analytic, technical, teamwork and relationship building skills.
Holder of Hong Kong Monetary Authority and Securities Futures Commission Type 1 and 4, Chartered Financial Analyst or other related qualifications preferred.
