Investment Counselor and Private Wealth Expert

2 weeks ago


Shenzhen, Guangdong, China HSBC Full time

About HSBC Qianhai

HSBC Qianhai Securities Limited, our securities flagship in China, is a major player in the country's financial market, with 90% ownership by HSBC. Headquartered in Shenzhen, the Greater Bay Area, we have a strong presence in Beijing and Shanghai.

We prioritize building long-term relationships with our clients, leveraging HSBC's global footprint and China franchise to help them navigate market opportunities.

Key Responsibilities

  1. Support Investment Counsellors in engaging with clients and prospects of Global Private Bank.
  2. Assist Investment Counsellors with client-related tasks, including portfolio reviews, client meeting material preparation, translations of marketing materials, and investment product transaction handling.
  3. Support Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, and portfolio optimizations.
  4. Provide timely market updates and house views to Relationship Managers to enhance their functional competencies and professionalism.
  5. Support Investment Counsellors in providing regular and timely feedback to the product specialist team on customer acceptability of investment products.
  6. Offer administrative assistance, such as meeting and business trip scheduling, preparation of Client Relationship Manager reports, and campaign monitoring.
  7. Maintain full compliance with internal and external rules, regulations, and procedures, as well as adherence to HSBC values and Business Principles.
  8. Perform other projects or initiatives assigned by the line manager.

Requirements

  1. Excellent organizational and communication skills.
  2. Passion and interest in the financial markets.
  3. Risk awareness, particularly on the trading side.
  4. Dealing and trade execution experience preferred.
  5. Strong analytical skills and multitasking abilities.
  6. Team player, high achiever, quick to learn, detail-oriented, and positive attitude.
  7. High level of professional and personal integrity.
  8. Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines.
  9. University degree, minimum 4 years' experience as Investment Counsellor Analyst or Relationship Manager experience in foreign banks related to investment business.
  10. AMAC qualification is a must; SAC qualification is a plus.
  11. Fluent in both English and Chinese writing and speaking is a MUST.
  12. Proficient in Excel, PowerPoint, Word, etc.

Location: Beijing, China



  • Shenzhen, Guangdong, China HSBC Full time

    Job Title: Investment Counselor Analyst, Private Wealth, QianhaiAt HSBC Qianhai, we are seeking a highly skilled Investment Counselor Analyst to join our team in Beijing, China.Key Responsibilities:Assist Investment Counsellors in engaging with clients and prospects of Global Private Bank.Support Investment Counsellors with client-related tasks, including...

  • Investment Consultant

    2 weeks ago


    Shenzhen, Guangdong, China Huatai Securities Full time

    Investment Consultant - Private Wealth ManagementAt Huatai Securities, we seek an exceptional Investment Consultant to join our Private Wealth Management team. Key responsibilities include:Collaborating with Relationship Managers to deliver exceptional client experiences and achieve revenue targets.Providing high net worth clients with market updates and...


  • Shenzhen, Guangdong, China Huatai Securities Full time

    Job OverviewHuatai Securities is seeking a Senior Investment Strategist to join our Private Wealth Management team.Salary Range$120,000 - $180,000 per annum, depending on experience.Key ResponsibilitiesCollaborate with Relationship Managers to deliver high-quality investment advice and services to clients.Analyse market trends and provide timely market...


  • Shenzhen, Guangdong, China Huatai Securities Full time

    Singapore Relationship Manager, Wealth ManagementWe are seeking a skilled Wealth Management Relationship Director to lead our private wealth management team in Singapore. The ideal candidate will have a deep understanding of the local market and be able to develop and maintain strong relationships with high-net-worth clients.Responsibilities include:Develop...


  • Shenzhen, Guangdong, China HSBC Full time

    Wealth and Personal Banking ExpertWealth and Personal Banking is a new global business combining Retail Banking and Wealth Management, and Global Private Banking, to become a global wealth manager with trillions in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal...


  • Shenzhen, Guangdong, China HSBC Full time

    Global Private Banking RoleHSBC Global Private Banking offers a unique opportunity to work with high net worth clients and their families around the world. As a Relationship Manager, you will be responsible for establishing and managing private banking relationships to grow Assets Under Management and Revenue.Key ResponsibilitiesEstablish new private banking...


  • Shenzhen, Guangdong, China Huatai Securities Full time

    Singapore Relationship Manager, Wealth ManagementAs a key member of our team at Huatai Securities, you will be responsible for developing and maintaining relationships with high net worth clients in Singapore and Hong Kong. Your primary goal will be to grow our high net worth customers proposition and generate revenues from products and services.Develop and...

  • Investment Consultant

    4 weeks ago


    Shenzhen, Guangdong, China Huatai Securities Full time

    AVP/VP Investment Consultant - PWMJob Responsibilities:Collaborate with Relationship Managers to achieve revenue targets and provide high net worth clients with market updates and investment advisory services.Understand client risk appetite, investment preferences, and return expectations to deliver tailored investment solutions.Monitor clients' portfolios,...


  • Shenzhen, Guangdong, China HSBC Full time

    At HSBC, we are committed to helping our clients achieve their financial goals. As a Wealth Management Specialist, you will play a vital role in this process by providing exceptional service and expertise to our high net worth individuals.About the RoleYou will be responsible for assisting Investment Counsellors in engaging with clients and prospects of...


  • Shenzhen, Guangdong, China Huatai Securities Full time

    Singapore Business Manager, Wealth ManagementAs a key member of our team at Huatai Securities, you will play a crucial role in driving the success of our Wealth Management business in Singapore. Your primary responsibility will be to onboard new clients, ensuring a seamless experience for them as they begin their investment journey with us.Collaborate with...


  • Shenzhen, Guangdong, China Huatai Securities Full time

    Singapore Business Manager, Wealth ManagementJob OverviewAt Huatai Securities, we are seeking a highly skilled and experienced professional to lead our Singapore wealth management team. The ideal candidate will have a strong background in private wealth management, with excellent client-facing skills and the ability to work closely with our Hong Kong trading...


  • Shenzhen, Guangdong, China Huatai Securities Full time

    Singapore Business Manager, Wealth ManagementClient Onboarding: Facilitate the onboarding process for Private Wealth Management clients, ensuring seamless collection of KYC documents and account opening arrangements.Trade Execution: Coordinate pre-trade compliance checks, take investment orders from clients, and execute trades through the HK dealing...


  • Shenzhen, Guangdong, China HSBC Full time

    Wealth and Personal Banking Business OverviewWealth and Personal Banking is our new global business, combining Retail Banking and Wealth Management, to become a global wealth manager with trillions in assets. Our dedicated colleagues serve millions of customers worldwide, across the entire spectrum of private wealth.Job Responsibilities• Acquisition of new...


  • Shenzhen, Guangdong, China HSBC Full time

    Wealth Management and Private BankingHSBC's Wealth Management and Private Banking division is a global business combining Retail Banking and Wealth Management, and Global Private Banking, to become a global wealth manager with trillions in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth,...


  • Shenzhen, Guangdong, China HSBC Full time

    Transforming Wealth ManagementAt HSBC, our goal is to become a global wealth manager with trillions in assets, serving millions of customers worldwide. Our dedicated team serves private wealth across the entire spectrum, from personal banking for individuals and families to business owners, investors, and ultra-high-net-worth individuals.We provide a range...


  • Shenzhen, Guangdong, China HSBC Full time

    Wealth and Personal Banking (WPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillions in assets.Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and...


  • Shenzhen, Guangdong, China HSBC Full time

    Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking. This role is part of a dynamic team that serves millions of customers worldwide.This position plays a key role in acquiring NTB customers and developing strong working relationships with relevant business areas.Key...


  • Shenzhen, Guangdong, China Huatai Securities Full time

    Treasury Investment BankerAt Huatai Securities, we seek a skilled Treasury Investment Banker to lead our bond sales efforts. Key responsibilities include:Driving the sales of company-issued bonds, encompassing public offerings and private placements.Supporting the marketing of various financing products, encompassing bond issuance and bank loans, alongside...


  • Shenzhen, Guangdong, China HSBC Full time

    Wealth and Personal Banking Role at HSBCHSBC is a global banking giant with a rich history of providing financial services to individuals and businesses worldwide. As part of our Wealth and Personal Banking team, you will play a crucial role in helping our customers achieve their financial goals.About the Role:Contribute to a high-performing branch team that...


  • Shenzhen, Guangdong, China Epam Full time

    About the RoleWe are seeking a skilled Software Development Expert to join our team in Shenzhen. As a key member of our China Delivery team, you will work collaboratively with a geographically diverse global team to contribute to the rationalization of Agile Methodology within the development team.Key ResponsibilitiesImplement software functionality by...