Investment Counsellor, Global Private Banking HSBC China
HSBC
- 广东省深圳市 广东省广州市
- 长期
- 全职
HSBC Global Private Banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities for our clients to manage and protect their wealth. As an international private bank, HSBC Global Private Banking has the connections to provide the very best of what the HSBC Group has to offer.We are currently seeking an experienced professional to join our team.In this role, you will:
- Provide investment support, education and guidance to clients, prospects and Relationship Managers
- Assess client need, experience, expectations and risk tolerance
- Deliver CIO market updates and house views on timely basis and provide clear tactical strategy to Relationship Managers to enhance their functional competencies & professionalism. Develop comprehensive investment strategy and asset allocation appropriate to clients.
- Coordinate execution of investment strategy with appropriate products and services
- Monitor client portfolios for performance, appropriateness and opportunity
- Provide updates on investment insights to clients / prospects and Relationship Managers.
- Provide input and support for the development of new business initiatives and product enhancement
- Identify and communicate issues or limitations related to product, platform, operations, systems or pricing
- Maintain current knowledge of competitor investment capabilities, product offering and pricing policies
- Ensure integrity of sales process and compliance with all HSBC and regulatory policies
- Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
- Other project or initiatives or role transfer assigned by line manager
- 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 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
- Sound judgment, keen sense of urgency, and high level of professional and personal integrity