Investment Counsellor - Global Banking and Markets
Location: Asia Pacific-Hong Kong-Hong Kong Island-Central
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If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential.
HSBC Global Banking and Markets is an emerging markets-led, financing-focused business that provides investment and financial solutions. Through our international network, we connect emerging and mature markets, covering key growth areas. We partner with our corporate, government and institutional clients to help them achieve consistent, long-term performance. Our products and services include advisory, financing, prime services, research and analysis, securities services, trading and sales and transaction banking.
We are currently seeking a high caliber professional to join our team as Investment Counsellor.
Responsible for the positioning and delivery of investment solutions to clients and prospects of the Private Bank
Partnering with Relationship Managers to offer appropriate investment solutions to clients
Attracting and enhancing client relationships and profitability by assessing client needs and developing a comprehensive investment strategy, coordinating sales and execution against that strategy
Adhere to conduct and ensuring product match to customer requirements and putting the customers’ needs first
Ensure integrity of sales process and compliance with all regulatory policies
Provide input and support for the development of new business initiatives and product enhancement
Proven track record in investment advisory, with experience in portfolio management, brokerage or institutional sales useful
Extensive knowledge of private banking business, both onshore and offshore, and competitive and regulatory environment
Client focused, with strong sales, analytical, technical, teamwork and relationship building skills
Strong negotiation, complex problem resolution, communication and presentation, both written and oral, skills
Excellent English required. Fluent Cantonese essential, Mandarin preferable
Chartered Financial Analyst holder preferable
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.
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- CFA Level III / CFA Charterholder
- Investment Advisory