Investment Counsellor Associate, China Team - Private Banking (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Analytical skills","Multitasking","Ability to work under pressure","Attention to detail","Teamwork"]

Assist Investment Counsellors in delivering investment solutions to clients and prospects within Global Private Banking. Support client-facing activities including account reviews, investment proposal generation, translating marketing materials, order taking, and trade execution. Ensure full compliance with internal and external rules and regulations, and uphold HSBC values and Business Principles. The role requires strong analytical skills, the ability to multitask and work under pressure, and fluency in English, Mandarin, and Cantonese.

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HSBC
HSBC
4 hours ago

Investment Counsellor Associate, China Team - Private Banking (Central, Hong Kong Island, HK)

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Last checked: 4 hours agoStatus: Live

Job Summary

Assist Investment Counsellors in delivering investment solutions to clients and prospects within Global Private Banking. Support client-facing activities including account reviews, investment proposal generation, translating marketing materials, order taking, and trade execution. Ensure full compliance with internal and external rules and regulations, and uphold HSBC values and Business Principles. The role requires strong analytical skills, the ability to multitask and work under pressure, and fluency in English, Mandarin, and Cantonese.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Assist Investment Counsellors in positioning and delivering investment solutions to clients and prospects of Global Private Bank.
  • •Support client-related tasks including account reviews and investment proposal generation.
  • •Translate marketing materials for client communications.
  • •Handle order taking and support trade execution.
  • •Ensure full compliance with internal and external rules, regulations, procedures, and HSBC values and Business Principles.

Key Requirements

  • •Assist Investment Counsellors with positioning and delivery of investment solutions to clients and prospects in Global Private Bank.
  • •Support client-related tasks including account reviews, investment proposal generation, translation of marketing materials, order taking, and trade execution.
  • •Maintain strong analytical skills and the ability to multitask while meeting competing and inflexible deadlines.
  • •Demonstrate attention to detail, a positive attitude, and teamwork with a quick-learning mindset.
  • •Hold a university degree and have fluency in English, Mandarin, and Cantonese, with strong Microsoft Office skills.
Education:Bachelor's
Skills:Analytical skillsMultitaskingAbility to work under pressureAttention to detailTeamwork
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