Investment Counsellor Analyst Global Private Banking

HSBC Global Services Limited; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading global financial services firm in Singapore is seeking an Investment Counsellor Analyst to support its Private Banking sector. You will assist Investment Counsellors in various client-related tasks such as account reviews and investment proposals while ensuring compliance with internal standards. Ideal candidates should have prior experience in investment counselling and demonstrate excellent organizational and communication skills. This role offers opportunities for professional development in a dynamic financial environment.

Qualifications

• Prior experience in investment counselling within private banking.
• Excellent organisation and communication skills.
• Passion and interest in financial markets.
• Risk conscious, especially on the trading side.
• High level of professional and personal integrity.

Responsibilities

• Support Investment Counsellors with client-related tasks.
• Prepare materials for investment initiatives.
• Provide administrative assistance, including scheduling meetings.
• Maintain internal control standards.
• Ensure compliance with relevant rules and regulations.

Skills

Investment counselling experience

Organisational skills

Communication skills

Analytical skills

Microsoft Office proficiency

Multitasking abilities

Detail-oriented

Team player

Positive attitude

Job description

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.

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.

Investment Counsellor Analyst - Global Private Banking.

We are currently seeking a high calibre professional to join our team as an Investment Counsellor Analyst - Global Private Banking.

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, Troika 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:

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

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 regards 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.

Opening up a world of opportunity

http://www.hsbc.com/careers

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.

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