Associate, Investment Counselling - Global Private Banking

Full Time
Junior (less than 3 years)

Job Description

Associate, Investment Counselling - Global Private Banking

Location: Asia Pacific-Hong Kong-Hong Kong Island-Central

Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking a high caliber professional to join our team as Associate, Investment Counselling.
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 judgement, keen sense of urgency, and high level of professional and personal integrity
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.
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.

Technical Skills

  • Analytics
  • Asset Allocation
  • Audit
  • Compliance
  • External Audit
  • Internal Control
  • Investment Advisory
  • Negotiation
  • Sales