Investment Counselor Analyst, Private Wealth, Qianhai

1 week ago


Shenzhen, Guangdong, China HSBC Full time
About HSBC Qianhai

HSBC Qianhai Securities Limited is a leading securities firm in China, with a strong presence in the Greater Bay Area. As a subsidiary of HSBC, we leverage our global footprint and deep-rooted China franchise to provide innovative investment solutions to our clients.

Job Summary

We are seeking a highly skilled Investment Counselor Analyst to join our team in Beijing, China. The successful candidate will be responsible for assisting our Investment Counsellors in engaging with clients and prospects, as well as supporting them with client-related tasks and investment initiatives.

Key Responsibilities
  • Assist Investment Counsellors in client engagement and relationship management
  • Support Investment Counsellors with client-related tasks, including portfolio reviews, client meeting materials, and investment product transactions
  • Support Investment Counsellors with investment initiatives, including product campaign preparation, pitch book generation, and portfolio optimization
  • Provide administrative assistance, including meeting and business trip scheduling, and client relationship manager reports
  • Ensure full compliance with internal and external rules, regulations, and procedures
Requirements
  • Excellent organization and communication skills
  • Passion and interest in the financial markets
  • Risk-conscious and able to work under pressure
  • Dealing and trade execution experience preferred
  • Strong analytical skills and multitasking abilities
  • Team player with high achiever qualities
  • High level of professional and personal integrity
  • University degree and minimum 4 years' experience in investment business
  • AMAC qualification is a must, SAC qualification is a plus
  • Fluent in both English and Chinese writing and speaking
Location

Beijing, China



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