Investment Counselor Analyst, Private Wealth, Qianhai

1 week ago


Shenzhen, Guangdong, China HSBC Full time
Job Summary

HSBC Qianhai is seeking a highly skilled Investment Counselor Analyst to join our team in Beijing, China. As a key member of our Private Wealth division, you will play a critical role in engaging with clients and prospects, supporting Investment Counsellors with client-related tasks, and providing administrative assistance.

Key Responsibilities
  • Assist Investment Counsellors in client engagement and prospecting
  • Support Investment Counsellors with client-related tasks, including portfolio reviews, client meeting material preparation, and investment product transaction handling
  • Support Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, and pitch book generation
  • Provide administrative assistance, including meeting and business trip scheduling, and preparation of Client Relationship Manager reports
  • Ensure 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, particularly 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, and 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
Education and Qualifications
  • University degree, minimum 4 years' experience as Investment Counsellor Analyst or Relationship Manager experience in foreign banks related to investment business
  • AMAC qualification is a must, SAC qualification is a plus
  • Fluent in both English and Chinese writing and speaking is a MUST
  • Proficient in Excel, PowerPoint, Word, etc.
Location

Beijing, China



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