Investment Counsellor Associate

SAPasserviceprovider Nunavut, Canada

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Location:

Central, Hong Kong Island, HK

Brand: HSBC

Area of Interest:

Closing Date:

Date: 25 Jun 2026

Job description

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
Accessibility
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