jobs in HSBC

HSBC Hiring! Full Time Investment Counsellor in Hong Kong - Ricebowl

Investment Counsellor

Central, Hong Kong

Share
Save

Working Location

  • Central Hong Kong Hong Kong

Job Description

Responsibilities

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


In this role you will:

  • Responsible for the positioning and delivery of portfolio oriented investment solutions to clients and prospects of the HSBC Private Bank.
  • Accountable for assessing client need, developing and communicating a comprehensive portfolio investment strategy, coordinating advice and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio against pre-agreed risk profile.
  • Monitor client portfolios for performance, appropriateness and opportunity. Provide updates on investment opportunities to clients, prospects and Relationship Managers.


To be successful you will need:

  • Extensive knowledge of private banking business, competitive and regulatory environment, solid portfolio advisory skills and experience.
  • Client-focused, with strong sales, analytic, technical, teamwork and relationship building skills.
  • Holder of Hong Kong Monetary Authority and Securities Futures Commission Type 1 and 4, Chartered Financial Analyst or other related qualifications preferred.

Important Information

Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.

Learn More