Investment Counsellor Global Private Banking China

2 weeks ago

Shanghai, Shanghai, China HSBC Full time

Global Private Banking (GPB) at HSBC

HSBC Private Banking offers personalized relationship management services including integrated banking, investment, and wealth advisory to high net worth clients globally. Leveraging the strength and heritage of the HSBC Group, we uncover new opportunities to help clients manage and safeguard their wealth. As an international private banking entity, HSBC Private Banking has the connections to deliver the best of what the HSBC Group can offer.

We are looking for a seasoned professional to join our team.

  • Provide investment support, education, and guidance to clients, prospects, and Relationship Managers
  • Assess client needs, experience, expectations, and risk tolerance
  • Deliver market updates and strategic guidance to enhance Relationship Managers' competencies
  • Develop comprehensive investment strategies tailored to clients
  • Coordinate execution of investment strategies with suitable products and services
  • Monitor client portfolios for performance and suitability
  • Communicate investment insights to clients, prospects, and Relationship Managers
  • Contribute to new business initiatives and product enhancements
  • Stay informed about competitor offerings and pricing policies
  • Ensure compliance with internal and regulatory policies
  • Maintain internal control standards and address audit findings promptly
  • Handle assigned projects, initiatives, or role transitions
  • Commit to upholding laws and regulations related to insurance agency sales

Requirements:

  • Master's Degree or CFA certification
  • Minimum 10 years' experience as an Investment Counsellor or Relationship Manager in foreign banks
  • Demonstrated sales success in investment business
  • Knowledge of private banking onshore and/or offshore
  • Client-focused with strong sales, analytical, and relationship-building skills
  • Proficient in negotiation, problem-solving, and communication
  • Exhibit sound judgement, professionalism, and integrity
  • Ability to work well under pressure and collaborate effectively
  • AMAC qualification required, SAC qualification preferred
  • Fluency in English and Chinese (written and spoken)

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