Investment Counsellor - Global Private Banking

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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.

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

This job category devises prospect pitches with Relationship Management. The principal accountability is to deliver high value investment advice and/or act as Subject Matter Experts on a particular Investment area. The jobholder will position the investment message of the Business in a portfolio context and provide investment advice directly to clients either on a regular basis or as required.

In this role you will:

• Partnering with Relationship Managers to offer appropriate investment solutions to ultra/high net worth clients


• Attracting/enhancing high net worth client relationships and profitability


• May be accountable for assessing client needs, developing a comprehensive investment strategy, co-ordinating sales and execution against that strategy, and monitoring the performance and appropriateness of the client’s overall investment portfolio


• Job holder is expected to involve other Investment Departments, Compliance, Risk and Marketing where appropriate to improve client’s portfolios and align with risk profile


• Ensure Business requirements and challenges are captured and resolved prior to future service launch

To be successful you will need:

• Prior experience in investment counselling within Private Banking sector


• Excellent organisation and communication skills


• Passion and interest in the financial markets


• Strong Microsoft Office skills


• Risk conscious, in particular on the trading side


• Strong analytical skills and multitasking abilities


• Team player, high achiever, quick to learn, detail oriented, positive attitude


• High level of professional and personal integrity

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 regards to any steps which 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.

Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited.

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