HSBC Group

Global Private Banking & Wealth

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 the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

In this role, you will:

·         Assisting the Investment Counsellors in engaging with clients and prospects of Global Private Bank

·         Supporting Investment Counsellors with client related tasks such as portfolio reviews, client meeting material preparing, translations of marketing materials, investment product transaction handling.

·         Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimizations

·         Supporting Investment Counsellors with CIO market updates and house views on timely basis and provide clear tactical strategy to Relationship Managers to enhance their functional competencies & professionalism.

·         Supporting Investment Counsellors to provide regular and timely feedback to product specialist team on customer acceptability on investment products

·         Providing administrative assistance, such as meeting and business trip scheduling and organization, preparation of Client Relationship Manager reports and campaign monitoring

·         Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles

·         Other project or initiatives assigned by line manager

·         I hereby promise, that I'll abide by the laws and regulations related to insurance agency sales, and will not solicit any insurance policy holder to surrender his/her policies, which might harm the interest of the policy holder, upon my leaving the company or upon the termination of the agency business of the bank with relevant insurance companies.

Qualifications

To be successful in the role, you should meet the following requirements:

·         Excellent organization and communication skills

·         Passion and interest in the financial markets

·         Risk conscious, in particular on the trading side.

·         Dealing and trade execution experience preferred.

·         Strong analytical skills and multitasking abilities

·         Team player, high achiever, quick to learn, detail oriented, positive attitude

·         High level of professional and personal integrity

·         Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines

·         University degree, minimum 4 years' experience as Investment Counsellor Analyst or Relationship Manager experience in foreign banks related to investment business

·         AMAC qualification is a must, SAC qualification is a plus

·         Fluent in both English and Chinese writing and speaking is a MUST

·         Proficient in Excel, PowerPoint, Word, etc.