Job description

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 an ambitious individual to join our team as an Investment Counsellor Associate, working together with colleagues to define, manage and achieve divisional business targets.

Role Purpose

An Investment Counsellor Associate will be responsible for assisting Investment Counsellors delivering investment solutions to clients and prospects of HSBC Private Bank, as well as collaborate with Investment Counsellors and Relationship Managers to attract and enhance client relationships and profitability.  Be accountable - in conjunction with Investment Counsellors - for assessing client needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy and monitoring performance and appropriateness of the client’s overall investment portfolio.

In this role, you will:

• Partner with Marketing, ISPS, Compliance and Risk and with RM teams.
• Improve clients’ portfolios and alignment with risk profile.
• Monitor and follow-up on clients investments.
• Know your client, Increase share of wallet with clients.

Requirements

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

• Desirable qualifications include CISI, CFA or equivalent.

You’ll achieve more when you join HSBC. 

https://mycareer.hsbc.com/external

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.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.