Description
HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come.
We are currently seeking a high calibre professional to join our team as an Investment Counsellor.
In this role you will:
- Establish credibility and trusting relationships as primary contact and trusted investment advisor to high net worth and ultra-high net worth clients within HSBC Private Bank.
- Implement and oversee investment portfolios, provide advice and guidance on markets and actionable investment ideas.
- Collaborate with internal partners to achieve positive client outcomes.
- Contribute toward business development, pitching in partnership with Relationship Managers for incremental client wallet and new-to-bank business.
- Demonstrate strong personal leadership traits and a desire to coach and mentor talent.
- Determine investment suitability, identify product specific investment opportunities, provide bespoke portfolio advice and after sales portfolio monitoring across asset classes, markets and jurisdictions.
- Combine in-depth knowledge of traditional and alternative investments with opportunities in other areas of the bank to optimize client experience and maximize cross-sell opportunities.
- Maintain HSBC internal control standards, including timely implementation of internal and external audit points.
- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures.
To be successful you will need:
- Extensive experience in investment advisory, portfolio management or sell-side global markets.
- Highly disciplined and self-motivated with strong teamwork.
- Chartered Financial Analyst or Master degree will be an advantage.
- Excellent diplomacy and communication skills in order to influence and negotiate internally.
The chosen candidate for this role will be required to undergo enhanced vetting.