Investment Counselor and Private Wealth Expert

2 days 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

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