HSBC

3 weeks ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

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: 3.6

Website LinkedIn

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HSBC

3 weeks ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

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

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: 3.6

Website LinkedIn