Description
We are currently seeking a high calibre professional to join our team as a Vice President.
In this role you will:
- Provide high-touch trading advisory and high-touch trade execution services to HNW and high-value, frequent-trading brokerage clients.
- Deliver against the financial and non-financial performance objectives set by the Company.
- Provide clients with Investment Services & Advisory (IS&A) insights, market commentary and analysis, as appropriate.
- Ensure delivery service is aligned to HSBC internal standards and complies with all applicable regulatory and conduct requirements.
- Expand the client base and drive business development through effective internal collaboration, including with GPB and Premier Elite.
- Support the execution of growth strategies and delivery of key business initiatives.
- Perform Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) in accordance with policy; maintain strong client relationships and identify opportunities to refer clients to other HSBC products and services.
- Work on a shift basis and provide coverage on public holidays in accordance with team arrangements and business requirements.
- Support the Team Head with ad-hoc duties, including assisting with the handling of customer complaints where required.
To be successful you will need:
- University degree qualified, preferably in business administration or finance discipline
- Holder of SFC Type 1, 2, and 4 licences
- Strong customer mind-set and high commitment to service excellence
- Solid experience in securities, and/or hotline customer services
- Good knowledge of investment products provided by the bank or retail brokerage firms would be an advantage
- Adaptability and flexibility to respond quickly to changing priorities
- Self-motivated and pragmatic with ability to work independently and under pressure
- Strong analytical skills and problem solving skills
- Excellent command of both written and spoken English and Chinese, including Cantonese and Mandarin