HSBC Group

GCB 3

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If you’re looking for further opportunities to develop your career, take the next step in fulfilling your potential right here at HSBC

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. 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 an experienced individual to join our team as an Investment Counsellor.

Principal responsibilities

• Responsible for the positioning and delivery of portfolio oriented investment solutions to clients and prospects of the HSBC Private Bank.
• Partner with Relationship Managers to offer investment solutions to clients within client risk profile.
• Attract and enhance client relationships and business opportunities.
• 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 client’s 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.
• Coordinate with Investment Services and Product Solutions Group team members to ensure consistency of strategic and tactical approach.
• Provide input and support for the development of new business initiatives and product enhancement. Maintain current knowledge of competitors’ investment capabilities, product offering and pricing policies.
• 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. Follow HSBC Global Standards in compliance and risk control, and champion HSBC Values.

Requirements

• Extensive knowledge of private banking business (onshore and offshore), competitive and regulatory environment.
• Solid portfolio advisory skills and experience.
• 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
• Chartered Financial Analyst or other related qualifications preferred.
• Holder of Hong Kong Monetary Authority and Securities Futures Commission Type 1 and 4.

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?".

Opening up a world of opportunity

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.