Investment Counsellor Analyst

HSBC Victoria, 中西區, HK

Published 2026-01-11

Description

We are currently seeking a high calibre professional to join our team as an Investment Counsellor Analyst In This Role You Will Supporting senior advisors on portfolio construction/ pitching preparation and order execution Develop comprehensive investment strategy and asset allocation proposal appropriate to client Provide investment support, education and guidance to clients, prospects and Relationship Managers Assess client need, experience, expectations and risk tolerance Ensure use of open architecture product selection to ensure best in class product offering Monitor client portfolios for performance, appropriateness and opportunity Provide updates on investment opportunities to clients, prospects and Relationship Managers Provide input and support for the development of new business initiatives and product enhancement To Be Successful You Will Experience in portfolio management/ sell side equity research/ advisory in private banks useful Passionate about learning portfolio management and investment products Client focused, with strong sales, analytic, technical, teamwork and relationship building skills Strong negotiation, complex problem resolution, communication and presentation written and oral skills Sound judgment, keen sense of urgency, and high level of professional and personal integrity**Opening up a world of opportunity**Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
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.
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Location

Victoria
中西區
Hong Kong
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Attributes

Job type Full time
Contract type Permanent
Salary type Monthly
Occupation Investment counsellor analyst
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HSBC
HSBC
100 active jobs
Registered 2023-06-01
Hong Kong

HSBC is one of the world’s largest banking and financial services organisations. We serve around 52 million customers through four Global Businesses: • Commercial Banking • Retail Banking & Wealth Management • Global Banking and Markets • Global Private Banking Our network covers 74 countries and territories in Europe, Asia-Pacific, the Middle East and Africa, North America and Latin America. With around 6,200 offices worldwide, we aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realise their ambitions. Listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges, shares in HSBC Holdings plc are held by about 216,000 shareholders in 129 countries and territories.
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