Investment Counsellor

3 weeks ago

Singapur, Singapore HSBC Full time

Overview

Investment Counsellor - Global Private Banking role at HSBC. Join to apply for the Investment Counsellor - Global Private Banking role at HSBC.

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.

Responsibilities
  • 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
Qualifications
  • Prior experience in investment counselling within Private Banking sector
  • Excellent organisation and communication skills
  • Passion and interest in the financial markets
  • Strong Microsoft Office skills
  • 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
Additional information

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.

Opening up a world of opportunity

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.

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