Investment Counsellor Associate
HSBC · Central
Principal responsibilities
- Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank
- Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution
- Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations
- 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
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
- Fluency in Cantonese and Mandarin is a must
- Strong Microsoft Office skills