Investment Counsellor Associate

HSBC; Hong Kong Island; Vor Ort; HKD 400.000 - 700.000; Vollzeit

Zusammenfassung

HSBC is looking for a candidate to assist in delivering investment solutions to clients of their Global Private Bank. Responsibilities include supporting Investment Counsellors with client tasks and preparing materials for investment initiatives.

The ideal candidate must have excellent organizational skills, fluency in Cantonese and Mandarin, and a strong analytical mindset. This role requires adaptability, attention to detail, and the ability to work under pressure while maintaining a high level of integrity.

Qualifikationen

• Experience in dealing and trade execution is preferred.
• Ability to multitask while maintaining quality under pressure.
• Strong risk awareness, especially concerning trading.

Aufgaben

• Assist Investment Counsellors with delivering investment solutions.
• Support with client-related tasks and investment initiatives.
• Provide administrative assistance including scheduling and reporting.

Kenntnisse

Excellent organisation and communication skills

Fluency in Cantonese and Mandarin

Strong Microsoft Office skills

Strong analytical skills

Ausbildung

University degree

Jobbeschreibung

Principal responsibilities

• Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank
• Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution
• Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations
• Providing administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring
• Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles

Requirements

• Excellent organisation and communication skills
• Passion and interest in the financial markets
• Risk conscious, in particular on the trading side
• Dealing and trade execution experience preferred
• Strong analytical skills and multitasking abilities
• Team player, high achiever, quick to learn, detail oriented, positive attitude
• High level of professional and personal integrity
• Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines
• University degree
• Fluency in Cantonese and Mandarin is a must
• Strong Microsoft Office skills