Investment Counselor Analyst, Private Wealth, HSBC Qianhai

6 months ago

Shenzhen, China HSBC Full time

HSBC Qianhai

HSBC Qianhai Securities Limited (HSBC Qianhai) is HSBC’s securities flagship in China and 90% owned by HSBC. We are headquartered in Shenzhen, heart of the Greater Bay Area, with branch offices in Beijing and Shanghai.

At HSBC Qianhai, our clients are at the heart of everything we do and we build long-term, strategic relationships with them. We leverage on HSBC’s unique global footprint and deep-rooted China franchise to help clients navigate market opportunities.

For two years in a row in 2020 and 2021, we have been recognized for our M&A and ECM capabilities with awards from China’s Securities Times, and our dual language research unit was voted for A-Share research by clients in the Asiamoney broker survey.

Principal responsibilities

Assisting the Investment Counsellors in engaging with clients and prospects of Global Private Bank. Supporting Investment Counsellors with client related tasks such asportfolio reviews, client meeting material preparing,translations of marketing materials, investment product transaction handling. Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations. Supporting Investment Counsellors with CIO market updates and house views on timely basis and provide clear tactical strategyto Relationship Managers to enhance their functional competencies & professionalism. Supporting Investment Counsellors to provide regular and timely feedback to product specialist team on customer acceptability on investment products. Providing administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring. Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles. Other project or initiatives assigned by line manager. Requirements

Requirements 

Excellent organisation and communication skills. Passion and interest in the financial markets. Risk conscious, in particular 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, 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. 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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