Investment Counsellor Associate

SAPasserviceprovider Nunavut, Canada
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Investment Counsellor Associate

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

  • HSBC Data Privacy Notice

  • Online Security

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