Investment Counsellor - Mandarin & Cantonese Speaking

HSBC; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services provider in the UK is looking for an experienced Investment Counsellor to work with international clients. In this role, you will deliver tailored investment advice and strategies tailored to high net worth and ultra high net worth clients. You must have a proven record in providing comprehensive investment advice in a UK regulated context and ideally hold Level 4 qualifications. Fluency in Mandarin or Cantonese is also essential for effective communication with clients.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme with employer contribution

Qualifications

• Proven track record of providing investment advice in a UK regulated context.
• Experience in working with Ultra High Net Worth clients.

Responsibilities

• Act as a client-facing investment specialist providing advice.
• Work with Relationship Managers on prospect pitches.
• Deliver investment solutions to clients of the Private Bank.
• Develop comprehensive investment strategies for clients.
• Perform ongoing portfolio reviews.

Skills

Investment advice for High Net Worth clients

Fluency in Mandarin or Cantonese

Strong communication skills

Knowledge of asset classes

Education

Chartered Institute for Securities & Investments Level 4

Investment Advice Diploma

Job description

Overview

We are currently seeking an experienced professional to join our team in the role of Investment Counsellor. You’ll have the opportunity to work directly with international clients of the Private Bank who have a range of complex investment needs, and provide them with expert investment advice. You’ll need a combination of strong technical ability and the client-facing skills to tailor presentations for their individual situation.

As an HSBC employee in the UK, you’ll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

Responsibilities

• Act as a client-facing investment specialist to position the investment message of the Private Bank in a portfolio context and provide investment advice directly to clients on both Advisory and Discretionary investments
• Work in conjunction with Relationship Managers on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients
• Effectively position and deliver investment solutions to clients and prospects of the HSBC Private Bank
• Assess client needs, develop a comprehensive investment strategy, coordinate sales and execution against that strategy, and monitor performance and appropriateness of the client’s overall investment portfolio
• Perform ongoing portfolio reviews to align client portfolios to their risk profile and investment objectives

Qualifications

• Proven track record of providing comprehensive investment advice to either High Net Worth or Ultra High Net Worth clients in a UK regulated context
• Either be Chartered Institute for Securities & Investments Level 4 qualified or Investment Advice Diploma qualified
• Fluency in Mandarin or Cantonese
• In-depth knowledge of a range of asset classes
• Strong communication skills, and the ability to build credibility and trust with both Relationship Managers and clients is key

Equity, Inclusion and Diversity

Opening up a world of opportunity. Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

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