HSBC Central & Western District, Hong Kong SAR
Investment Counselor Analyst
Assisting Investment Counsellors in positioning and delivery of investment solutions to clients and prospects of Global Private Bank; supporting client related tasks such as account reviews, investment proposal generation, translation of marketing materials, order taking, and trade execution; supporting investment initiatives including preparation of materials for product campaigns, switches, pitch book generation, and portfolio optimisations; providing administrative assistance such as meeting and business trip scheduling, preparation of Client Relationship Manager reports, and campaign monitoring; ensuring full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles.
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
Employment Details
Seniority level: Entry level
Employment type: Full‑time
Job function: Finance and Sales
Location: Central, Hong Kong Island, HK
Work style: Office Worker
Posted: 25 Oct 2025
Employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement
