HSBC Group

GCB 4 

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. 

We are currently seeking a high calibre professional to join our team as an Investment Counsellor.

Principal Responsibilities

• 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

• Proven track record in investment advisory
• Experience in portfolio management, brokerage or institutional sales useful
• Demonstrated experience in buy side financial markets
• Extensive knowledge of private banking business onshore and offshore, and competitive and regulatory environment
• 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

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

You’ll achieve more at HSBC.

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.