Investment Counsellor Analyst

HSBC Holdings plc; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

HSBC Global Private Banking seeks an Investment Counsellor Analyst to assist Investment Counsellors with client reviews, trade execution, and proposal generation. You will prepare materials for product campaigns and portfolio optimisations while ensuring strict adherence to internal controls and regulatory requirements.

The role also covers administrative duties such as scheduling, report preparation, and dashboard monitoring, with emphasis on risk awareness and high integrity.

Qualifications

• Supports Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution.
• Supports investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations.
• Provides administrative assistance, such as meeting and business trip scheduling and organisation, preparation of reports, dashboards, campaign monitoring.
• Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
• Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.

Responsibilities

• Supports Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution.
• Supports Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations.
• Provides administrative assistance, such as meeting and business trip scheduling and organisation, preparation of reports, dashboards, campaign monitoring.
• Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
• Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.

Skills

Organisational skills

Communication skills

Risk awareness

Interest in financial markets

Microsoft Office

Integrity

Analytical skills

Team player

Detail oriented

Quick learner

Tools

Microsoft Office

Job description

HSBC Global 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 anInvestment Counsellor Analyst.

In this role you will:

• Supports Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution.
• Supports Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations.
• Provides administrative assistance, such as meeting and business trip scheduling and organisation, preparation of reports, dashboards, campaign monitoring.
• Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
• Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the jobholder is involved, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy.
  

To be successful you will need:

• Excellent organisation and communication skills.
• Risk conscious, in particular on the trading side.
• Passion and interest in the financial markets.
• Strong Microsoft Office skills and high level of professional and personal integrity
• Strong analytical skills and multitasking abilities.
• Team player, high achiever, quick to learn, detail oriented, positive attitude

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 regard 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. For more information about the enhanced vetting for this role please contact the recruiter for this role.

You’ll achieve more when you join HSBC.

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 Hongkong & Shanghai Banking Co