Investment Counsellor Associate

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