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

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Presentation","Analytical thinking","Problem-solving","Relationship building"]

Provide tailored private banking investment advice as the primary client contact, translating clients’ wealth picture into investment strategy, portfolio construction, and ongoing performance reviews. Use market research and economic analysis to develop recommendations and ensure suitability and compliance with regulatory and internal policies. Build and expand relationships, partner with Relationship Managers and Product Teams, and identify cross-selling opportunities while presenting insights clearly to clients.

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HSBC
HSBC
1 day ago

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

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Last checked: 3 hours agoStatus: Live

Job Summary

Provide tailored private banking investment advice as the primary client contact, translating clients’ wealth picture into investment strategy, portfolio construction, and ongoing performance reviews. Use market research and economic analysis to develop recommendations and ensure suitability and compliance with regulatory and internal policies. Build and expand relationships, partner with Relationship Managers and Product Teams, and identify cross-selling opportunities while presenting insights clearly to clients.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Deliver tailored investment advice based on clients’ background and total wealth picture, serving as primary client contact and trusted advisor.
  • •Build and manage client portfolios by applying asset allocation, conducting ongoing portfolio reviews, and consolidating investment performance.
  • •Conduct research and analysis on market trends, economic indicators, and other financial data to formulate investment recommendations.
  • •Ensure investment activities are suitable and compliant with HSBC internal policies and external regulatory requirements.
  • •Develop client relationships, partner with Relationship Managers and Product Teams, articulate value propositions, and identify cross-selling opportunities.

Key Requirements

  • •Deep expertise across public and private markets, including Equities, FX, Fixed Income, Alternatives, Funds, and Structured Products.
  • •Hands-on experience with market data terminals and strong analytical skills with attention to detail.
  • •Ability to apply asset allocation and portfolio construction principles to client portfolios based on investment objectives and requirements.
  • •Sharp analytical mindset with strong presentation skills, and the ability to synthesize information into actionable advice.
  • •Proficiency in Microsoft Office and strong interpersonal and collaborative skills.
Skills:CommunicationPresentationAnalytical thinkingProblem-solvingRelationship building
Languages:CantoneseMandarinEnglish
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