Investment Counsellor Analyst

About HSBC Global Private Banking

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 helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

Investment Counsellor Analyst

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

Responsibilities

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, dashboards, and campaign monitoring.
• Maintain HSBC internal control standards, including timely implementation of internal and external audit points and addressing any issues raised by external regulators.
• Understand, follow, and demonstrate compliance with all relevant internal and external rules, regulations, and procedures applicable to the conduct of the business, specifically Internal Controls and any Compliance policy, including the Group Compliance policy.

Candidate Profile

To be successful you will need:

• Excellent organisation and communication skills.
• Risk awareness, particularly on the trading side.
• Passion and interest in the financial markets.
• Strong Microsoft Office skills and a high level of professional and personal integrity.
• Strong analytical skills and multitasking abilities.
• Be a team player, high achiever, quick to learn, detail-oriented, and maintain a positive attitude.

Vetting and Company Culture

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis if appointed to the role. HSBC Group reserves its position with regard to any steps it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role, please contact the recruiter for this role.

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by Hongkong & Shanghai Banking Co