Investment Counsellor, Hong Kong Team - Private Banking

We are currently seeking a high calibre professional to join our team as a Investment Counsellor. In This Role You Will - Client Advisory, Investment Strategy and Relationship - Originate and deliver tailored investment advice based on a deep understanding of clients’ background and total wealth picture - Function as primary client contact and trusted advisor for clients including direct communication, opportunities identifications, portfolio advice and post sales execution. - Act as a thoughtful partner to clients, providing insights on market developments, tactical opportunities, and long-term asset allocation based on CIO insights and house views Build and cultivate relationship with existing clients and possess entrepreneurial spirit and capability in developing new relationships - Portfolio Construction and Management - Possess a good understanding in asset allocation and ability to apply to client portfolios according to their investment objectives and requirements - Conduct ongoing portfolio reviews and consolidate investment performance - Utilize portfolio visualization tools to translate data into client presentation narratives - - Conduct research and analysis on market trends, economic indicators, and other financial data to formulate investment recommendations - Determine suitability and ensure investment activities are compliant with HSBC internal policies and external regulatory requirements - Business Development and Collaboration - Work closely with Relationship Managers to address client needs and develop solutions - Engage with Product Teams in understanding new product launches and existing product updates to ensure appropriate advice will be promptly delivered to clients - Articulate HSBC Private Bank’s value propositions to clients - Engage in identifying cross-selling opportunities including other business functions of the bank, including lending, trust and global banking and markets, etc. To Be Successful You Will Need - Deep expertise across public and private markets, including Equities, FX, Fixed Income, Alternatives, Funds and Structured Products - Curiosity and commitment to continuous learning to stay ahead of evolving market trends, technologies, and client demands - Hands-on experience with market data terminals - Sharp analytical mindset with attention to detail and strong presentation skills - Proactive problem-solver and synthesize information into actionable advice - Strong interpersonal and collaborative skills - Proficiency in Microsoft Office - Language: Cantonese, Mandarin and English - A strong sense of integrity, professionalism and a client-centric mindset

• Investment Counsellor

  HSBC · Central & Western District, Hong Kong SAR