HSBC | Investment Counsellor Analyst
3 weeks ago
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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
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 the 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 an
Investment Counsellor Analyst - Global Private Banking.
Principal Responsibilities
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, and portfolio optimisations.
Provides administrative assistance, such as meeting and business trip scheduling and organisation, preparation of reports, dashboards, and 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.
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