Investment Counsellor Analyst

HSBC
Singapore
Full timeFunction: Legal, Risk & ComplianceSkills: ["Excellent organisation","Communication skills","Risk awareness","Multitasking","Detail orientation"]

Support Investment Counsellors with client account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution. Help drive investment initiatives by preparing materials for product campaigns, switches, pitch books and portfolio optimisations. Provide administrative support such as scheduling meetings and business trips, preparing reports and dashboards, and monitoring campaigns. Maintain internal control standards and follow compliance policies for trading activities.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
19 hours ago

Investment Counsellor Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Support Investment Counsellors with client account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution. Help drive investment initiatives by preparing materials for product campaigns, switches, pitch books and portfolio optimisations. Provide administrative support such as scheduling meetings and business trips, preparing reports and dashboards, and monitoring campaigns. Maintain internal control standards and follow compliance policies for trading activities.
Location: Singapore
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Support Investment Counsellors with client-related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution.
  • •Support Investment Counsellors with investment initiatives including preparation of materials for product campaigns, switches, pitch book generation and portfolio optimisations.
  • •Provide administrative assistance such as meeting and business trip scheduling and organisation, report preparation, dashboard creation and campaign monitoring.
  • •Maintain HSBC internal control standards including timely implementation of internal/external audit points and issues raised by external regulators.
  • •Understand, follow and demonstrate compliance with internal and external rules, regulations and procedures applicable to trading activities.

Key Requirements

  • •Support Investment Counsellors with client-related tasks including account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution.
  • •Support investment initiatives including preparation of materials for product campaigns, switches, pitch book generation and portfolio optimisations.
  • •Provide administrative assistance such as meeting and business trip scheduling and organisation, and preparation of reports and dashboards.
  • •Maintain internal control standards and implement internal/external audit points and issues raised by regulators.
  • •Demonstrate compliance with relevant internal and external rules, regulations and procedures; Mandarin is required for Mandarin-speaking clients.
Experience:Financial marketsPrivate bankingWealth management
Skills:Excellent organisationCommunication skillsRisk awarenessMultitaskingDetail orientation
Languages:Mandarin
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