Investment Counselor Analyst

4 days ago

Davao City, Philippines HSBC Full time

We are currently seeking a high calibre professional to join our team as an Investment Counselor Analyst. Principal responsibilities In this role you will Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations Providing administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles To be successful you will need Excellent organisation and communication skills Passion and interest in the financial markets Risk conscious, in particular on the trading side Dealing and trade execution experience preferred Strong analytical skills and multitasking abilities Team player, high achiever, quick to learn, detail oriented, positive attitude High level of professional and personal integrity Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines University degree Fluency in Cantonese and Mandarin is a must Strong Microsoft Office skills The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to ( Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ). Opening up a world of opportunity 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. Issued by The Hongkong and Shanghai Banking Corporation Limited. #J-18808-Ljbffr

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