Investment Counsellor Analyst

Investment Counsellor Analyst

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts supports clients with investment opportunities, wealth and succession planning, portfolio management through tailored solutions, and philanthropic needs.

We are currently seeking a high calibre professional to join our team as an Investment Counsellor Analyst.

In this role you will:

• Support Investment Counsellors with client-related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking, and trade execution
• Support Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, and portfolio optimisations
• Provide administrative assistance, such as meeting and business trip scheduling and organisation, preparation of reports and dashboards, and campaign monitoring
• Maintain HSBC internal control standards, including timely implementation of internal and external audit points and addressing issues raised by external regulators
• Understand, follow, and demonstrate compliance with all relevant internal and external rules, regulations, and procedures that apply to the conduct of the business, specifically Internal Controls and any Compliance policy, including the Group Compliance policy

To be successful you will need:

• Excellent organisation and communication skills, with a risk-conscious mindset, particularly on the trading side
• Passion and interest in financial markets
• Strong Microsoft Office skills, strong analytical skills, and multitasking abilities
• Team player, high achiever, quick to learn, detail oriented, positive attitude
• High level of professional and personal integrity
• Mandarin is required to serve Mandarin-speaking clients