Investment Counsellor Analyst

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Investment Counsellor Analyst.

In this role you will:

Supports Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution

Supports Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations

Provides administrative assistance, such as meeting and business trip scheduling and organisation, preparation of reports, dashboards, campaign monitoring

Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators

Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy

To be successful you will need:

Excellent organisation and communication skills, risk conscious in particular on the trading side

Passion and interest in the financial markets

Strong Microsoft Office skills, strong analytical skills and multitasking abilities

Team player, high achiever, quick to learn, detail oriented, positive attitude

High level of professional and personal integrity

Mandarin is required to serve Mandarin-speaking clients

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.

Opening up a world of opportunity

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Issued by The Hongkong and Shanghai Banking Corporation Limited.