Investment Counsellor Associate (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Legal, Risk & ComplianceEducation: bachelorsSkills: ["Analytical skills","Multitasking","Teamwork","Attention to detail","Positive attitude"]

Support Investment Counsellors in positioning and delivering investment solutions for Global Private Bank clients and prospects. Assist with client-facing tasks including account reviews, generating investment proposals, translating marketing materials, order taking, and trade execution. Ensure full compliance with internal and external rules, regulations, procedures, and HSBC values while meeting strict, detail-oriented deadlines.

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FursaFursa
HSBC
HSBC
1 day ago

Investment Counsellor Associate (Central, Hong Kong Island, HK)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Support Investment Counsellors in positioning and delivering investment solutions for Global Private Bank clients and prospects. Assist with client-facing tasks including account reviews, generating investment proposals, translating marketing materials, order taking, and trade execution. Ensure full compliance with internal and external rules, regulations, procedures, and HSBC values while meeting strict, detail-oriented deadlines.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Assist Investment Counsellors with positioning and delivery of investment solutions for clients and prospects.
  • •Support client related tasks including account reviews and investment proposal generation.
  • •Translate marketing materials and assist with order taking.
  • •Support trade execution tasks for client orders.
  • •Maintain compliance with internal/external rules and HSBC values while meeting strict deadlines.

Key Requirements

  • •Support positioning and delivery of investment solutions for Global Private Bank clients and prospects.
  • •Assist with client-related tasks such as account reviews, investment proposal generation, marketing material translations, order taking, and trade execution.
  • •Ensure full compliance with internal and external rules, regulations, procedures, and HSBC values and Business Principles.
  • •Demonstrate strong analytical skills, multitasking ability, and capacity to work under pressure while maintaining accuracy and meeting competing deadlines.
  • •University degree and fluency in English, Mandarin, and Cantonese, with strong Microsoft Office skills.
Education:Bachelor's
Skills:Analytical skillsMultitaskingTeamworkAttention to detailPositive attitude
Languages:EnglishMandarinCantonese
Tech Stack:Microsoft Office

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn