Investment Counsellor, HSBC Qianhai (GCB 4) (Shanghai, SH, CN, 200001)

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Legal, Risk & ComplianceSkills: ["Client focused","Sales","Analytic","Technical","Teamwork","Relationship building","Negotiation","Problem resolution","Communication","Presentation","Sound judgment","Professional integrity"]

Assess clients’ needs and risk tolerance to develop and recommend investment strategies and asset allocation proposals. Coordinate execution using appropriate products and services, monitor portfolio performance and appropriateness, and provide timely updates to clients, prospects, and relationship managers. Stay current on competitors’ capabilities and pricing policies while contributing input to new business initiatives and identifying product or systems limitations.

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FursaFursa
HSBC
HSBC
2 months ago

Investment Counsellor, HSBC Qianhai (GCB 4) (Shanghai, SH, CN, 200001)

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Job Summary

Assess clients’ needs and risk tolerance to develop and recommend investment strategies and asset allocation proposals. Coordinate execution using appropriate products and services, monitor portfolio performance and appropriateness, and provide timely updates to clients, prospects, and relationship managers. Stay current on competitors’ capabilities and pricing policies while contributing input to new business initiatives and identifying product or systems limitations.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance

Key Responsibilities

  • •Assess client needs, experience, expectations, and risk tolerance.
  • •Develop comprehensive investment strategies and asset allocation proposals.
  • •Coordinate execution of investment strategy using appropriate products and services.
  • •Monitor client portfolios for performance, appropriateness, and opportunity.
  • •Provide updates on investment opportunities to clients, prospects, and Relationship Managers; maintain knowledge of competitor capabilities, product offerings, and pricing policies.

Key Requirements

  • •Proven track record in investment advisory and/or investment sales in private wealth management, asset management, sell side or buy side.
  • •Knowledge of private banking business onshore and/or offshore.
  • •Knowledge of the competitive and regulatory environment.
  • •Client focused with strong sales, analytic, technical, teamwork, and relationship building skills.
  • •Strong negotiation, complex problem resolution, communication, and presentation skills.
Experience:Private wealth managementAsset managementPrivate banking
Skills:Client focusedSalesAnalyticTechnicalTeamworkRelationship buildingNegotiationProblem resolutionCommunicationPresentationSound judgmentProfessional integrity

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