Investment Counsellor

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Legal, Risk & ComplianceEducation: certificationSkills: ["Communication","Organisation","Risk awareness","Analytical skills","Multi-tasking","Collaboration","Judgement","Integrity","Ability to work under pressure"]

Deliver portfolio-oriented investment solutions for HSBC Private Bank clients and prospects by assessing needs, building and communicating comprehensive investment strategies, and coordinating advice and execution. Partner with Relationship Managers to ensure solutions fit each client’s risk profile, monitor portfolio performance and appropriateness, and proactively share opportunities. Work cross-functionally with Investment Services and Product Solutions, support new business initiatives, stay current on competitors, and ensure sales integrity and compliance with HSBC and regulatory requirements.

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FursaFursa
HSBC
HSBC
5 hours ago

Investment Counsellor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Deliver portfolio-oriented investment solutions for HSBC Private Bank clients and prospects by assessing needs, building and communicating comprehensive investment strategies, and coordinating advice and execution. Partner with Relationship Managers to ensure solutions fit each client’s risk profile, monitor portfolio performance and appropriateness, and proactively share opportunities. Work cross-functionally with Investment Services and Product Solutions, support new business initiatives, stay current on competitors, and ensure sales integrity and compliance with HSBC and regulatory requirements.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance

Key Responsibilities

  • •Position and deliver portfolio-oriented investment solutions to HSBC Private Bank clients and prospects.
  • •Assess client needs, develop and communicate portfolio investment strategies, and coordinate advice and execution against risk profiles.
  • •Monitor and update clients on portfolio performance, appropriateness, and opportunities; communicate issues or limitations related to products and pricing.
  • •Partner with Relationship Managers to offer investment solutions aligned to the client risk profile and support business opportunities.
  • •Ensure compliance with HSBC global standards and regulatory policies throughout the sales process, while coordinating with internal investment and product teams.

Key Requirements

  • •Solid understanding of financial markets and multiple asset classes.
  • •Experience with trade execution/dealing in a risk-aware mindset, especially in trading activities.
  • •Strong analytical skills with the ability to multi-task and work under pressure to tight deadlines.
  • •Fluent in English and Cantonese (Mandarin is an advantage) with strong communication and organisation skills.
  • •CFA or relevant professional qualification, plus HKMA and SFC licenses Type 1 and Type 4.
Education:Certification / Diploma
Skills:CommunicationOrganisationRisk awarenessAnalytical skillsMulti-taskingCollaborationJudgementIntegrityAbility to work under pressure
Licenses:HKMA and SFC License: Type 1HKMA and SFC License: Type 4
Certifications:CFA
Languages:EnglishCantoneseMandarin
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