CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Join our fast-growing Asia Wealth Management teams
Our wealth management businesses help high-net-worth and ultra-high net worth individuals and their families to grow, manage and preserve their wealth. We're rapidly expanding our client-facing and investment-focused teams in Retail Banking and Wealth Management and Global Private Banking in China, Hong Kong and Singapore, and are interested in speaking with high-performing individuals.
We are currently seeking a high caliber professional to join our team as Investment Counsellor.
Provide investment support, education and guidance to clients, prospects and Relationship Managers
Assess client need, experience, expectations and risk tolerance
Develop comprehensive investment strategy and asset allocation proposal appropriate to client
Coordinate execution of investment strategy with appropriate products and services
Ensure use of open architecture product selection to ensure best in class product offering
Monitor client portfolios for performance, appropriateness and opportunity
Provide updates on investment opportunities 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
Ensure integrity of sales process and compliance with all HSBC and regulatory policies
Maintain current knowledge of competitor investment capabilities, product offering and pricing policies
To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
Proven track record in investment advisory
Experience in portfolio management, brokerage or institutional sales useful
Demonstrated experience in buy side financial markets
Extensive knowledge of private banking business onshore and offshore, and competitive and regulatory environment
Client focused, with strong sales, analytic, technical, teamwork and relationship building skills
Strong negotiation, complex problem resolution, communication and presentation written and oral skills
Sound judgment, keen sense of urgency, and high level of professional and personal integrity
To find out more about roles in Wealth Management in Hong Kong, mainland China and Singapore visit www.hsbc.com/wealth-careers
You'll achieve more when you join HSBC.
Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Internal Number: 6309593
eFinancialCareers is a career site specializing in financial services.