- Credit Risk
- Investment Advisory
- Investment Strategy
- Know Your Customer (KYC)
- Wealth Management
Account Executive - Broking Services
Location: Asia Pacific-Hong Kong-Hong Kong Island-Central
Some careers prize diversity more than others.
If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success.
Within Retail Banking and Wealth Management, Broking Services provides full investment services in stocks, bonds, currencies, precious metals, commodities and derivatives to retail, corporate customers and financial intermediaries. As a leading full service broker dealer in Hong Kong, our investment services include advisory, execution, risk and portfolio management, custodianship, and margin financing.
We are currently seeking a high caliber professional to join our team as Account Executive.
Act as the Relationship Manager of HSBC Broking Services clients to provide quality investment advisory services
Assist customer to make informed investment decision and to provide best execution dealing services
Cover existing client and develop new client network through referrals from the HSBC Group and other sources
Provide customers with effective and efficient services in the trading of financial products provided by the Company
Monitor the financial positions of customers’ accounts with regard to credit risk and Know Your Client requirements
Understand customers’ investment returns and risk tolerance level, recommend investment opportunities and implement clients’ investment strategies accordingly
Answer clients’ inquiries about our services, product details and account opening procedures
Develop and enhance client relationships through visits and proactive follow up on issues raised by clients
Stay abreast of market trends and news and provide market information to clients
University Degree in Finance, Business, or related Discipline
Some relevant work experience
Type 1, 2, 3 License of Securities and Futures Commission
You’ll achieve more when you join HSBC.
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.