Investment Counsellor

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If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC 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 an Investment Counsellor - Global Private Banking.

This job category devises prospect pitches with Relationship Management. The principal accountability is to deliver high value investment advice and/or act as Subject Matter Experts on a particular Investment area. You will position the investment message of the Business in a portfolio context and provide investment advice directly to clients either on a regular basis or as required.

This job will carry out some or all of the following tasks:

In this role you will

• Partner with Relationship Managers to offer appropriate investment solutions to ultra/high net worth clients
• Attract/enhance high net worth client relationships and profitability
• Be accountable for assessing client needs, developing a comprehensive investment strategy, co-ordinating sales and execution against that strategy, and monitoring the performance and appropriateness of the client’s overall investment portfolio
• Be expected to involve other Investment Departments, Compliance, Risk and Marketing where appropriate to improve client’s portfolios and align with risk profile
• Ensure Business requirements and challenges are captured and resolved prior to future service launch

To be successful you will need

• Prior experience in investment counselling within Private Banking sector
• Excellent organisation and communication skills
• Passion and interest in the financial markets
• Risk consciousness, in particular on the trading side
• Strong analytical skills and multitasking abilities
• To be a team player, high achiever, quick to learn, detail oriented, positive attitude
• High level of professional and personal integrity

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 regards 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.

When applying, please submit a full resume. Your local internal application policy should be followed. For more information you can visit HRDirect and search for content " SGP: Internal Job Application Criteria ”.

Opening up a world of opportunity

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

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.

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