Investment Counsellor Associate — Client Solutions

HSBC Holdings plc; Hong Kong Island; On-site; HKD 480,000 - 720,000; Full time

Job summary

HSBC Holdings plc seeks an Investment Counsellor Associate to support the Global Private Bank's team in presenting investment solutions to clients and prospects. You will assist with account reviews, proposal generation, translations of materials, and order entry and trade execution.

The ideal candidate will demonstrate strong analytical capabilities, the ability to work under pressure to meet tight deadlines, and fluency in English, Mandarin and Cantonese, with solid MS Office skills.

Qualifications

• Strong analytical and multitasking abilities; ability to work under pressure and meet deadlines.
• Team player, high achiever, quick to learn, detail oriented, positive attitude.
• University degree with fluency in English, Mandarin and Cantonese; strong MS Office skills.

Responsibilities

• Assist the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank.
• Support Investment Counsellors with client-related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution.
• Ensure full compliance with internal and external rules, regulations and procedures and adhere to HSBC values and Business Principles.

Skills

Analytical skills

Multitasking

Team player

Fast learner

Detail oriented

Positive attitude

MS Office

Education

University degree

Tools

Microsoft Office

Job description

HSBC Holdings plc seeks an Investment Counsellor Associate to support the Global Private Bank's team in presenting investment solutions to clients and prospects. You will assist with account reviews, proposal generation, translations of materials, and order entry and trade execution.

The ideal candidate will demonstrate strong analytical capabilities, the ability to work under pressure to meet tight deadlines, and fluency in English, Mandarin and Cantonese, with solid MS Office skills.