Strategic Investment Advisor for High Net Worth Clients

1 month ago

Shanghai, Shanghai, China HSBC Full time

Global Private Banking

HSBC Private banking provides personalized relationship management, encompassing integrated banking, investment, and wealth advisory services to high net worth clients and their families worldwide. Leveraging the strength, heritage, and prudent long-term strategy of the HSBC Group, we uncover new opportunities for our clients to manage and protect their wealth. As an international private banking entity, we offer unparalleled access to the best of what the HSBC Group has to offer.

We are currently seeking an experienced professional to join our team.
In this role, you will:
  • Provide in-depth investment support, education, and guidance to clients, prospects, and Relationship Managers.
  • Assess client needs, experience, expectations, and risk tolerance to deliver tailored solutions.
  • Deliver timely CIO market updates and house views, providing clear tactical strategies to Relationship Managers to enhance their functional competencies and professionalism.
  • Develop comprehensive investment strategies and asset allocations suited to clients' specific requirements.
  • Coordinate the execution of investment strategies with suitable products and services.
  • Maintain accurate monitoring of client portfolios for performance, appropriateness, and opportunity.
  • Keep clients and prospects informed on investment insights.
  • Contribute to the development of new business initiatives and product enhancements.
  • Identify and communicate issues or limitations related to products, platforms, operations, systems, or pricing.
  • Stay updated on competitor investment capabilities, product offerings, and pricing policies.
  • Ensure integrity of sales processes and compliance with all HSBC and regulatory policies.
  • Maintain HSBC's internal control standards, including timely implementation of internal and external audit points, along with any issues raised by external regulators.
  • Participate in additional projects, initiatives, or role transfers assigned by line managers.

Requirements:

  • To succeed in this role, you should possess a Master's degree or CFA designation, with at least 10 years of experience as an Investment Counsellor or Relationship Manager in foreign banks related to investment business.
  • You should have an excellent track record of sales results on investment business, experience in portfolio management, brokerage, or institutional sales is valuable.
  • Extensive knowledge of private banking business onshore and/or offshore is essential.
  • You must be client-focused, with strong sales, analytical, technical, teamwork, and relationship-building skills.
  • Strong negotiation, complex problem resolution, communication, and presentation skills (written and oral) are required.
  • Sound judgment, keen sense of urgency, and high level of professional and personal integrity are necessary.
  • Able to work under pressure as a good team player.
  • AMAC qualification is mandatory; SAC qualification is desirable.
  • Fluency in both English and Chinese (writing and speaking) is essential.

Estimated Salary: RMB 800,000 - RMB 1,200,000 per annum, depending on experience.

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