Investment Counsellor - Global Private Banking

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.

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.

Principal Responsibilities

In this role you will

• Partner with Relationship Managers to deliver PRISM Premium offering to clients and prospects of the HSBC Private Bank. Attract and enhance client relationships and business opportunities

• Supporting senior advisors on portfolio construction/ implementation/ monitoring/ pitching preparation and order execution

• Provide investment support, education and guidance to clients, prospects and Relationship Managers. Assess client need, experience, expectations and risk tolerance

• Develop comprehensive investment strategy and asset allocation proposal appropriate to client. Coordinate execution of investment strategy with appropriate products and services

• Ensure use of open architecture product selection to ensure best in class product offering. Monitor client portfolios for performance, appropriateness and opportunity

• Provide updates on investment opportunities to clients, prospects and Relationship Managers. Provide input and support for the development of new business initiatives and product enhancement

• Identify and communicate issues or limitations related to product, platform, operations, systems or pricing

• Ensure integrity of sales process and compliance with all HSBC and regulatory policies

To be successful you will need

• Passionate on flat fee portfolio advisory model
• Experience in portfolio management/ sell side equity research/ advisory in private banks useful
• Knowledge of private banking business onshore and offshore, and competitive and regulatory environment
• Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
• Strong negotiation, complex problem resolution, communication and presentation written and oral skills
• Sound judgment, keen sense of urgency, and high level of professional and personal integrity

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to ()

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.