Investment Counsellor

Full time
hong-kong 28/12/2018   Full time

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 Investment Counsellor.


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 judgment, keen sense of urgency, and high level of professional and personal integrity.


Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.