Investment Counselor Analyst

1 day ago

Davao City, Philippines HSBC Full time

Join to apply for the Investment Counselor Analyst role at HSBC . Responsibilities 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. Requirements Excellent organisation and communication skills. Passion and interest in the financial markets. Risk conscious, especially 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. Seniority Level Entry level Employment Type Full-time Job Function Finance and Sales Referrals increase your chances of interviewing at HSBC by 2x Get notified about new Investment Advisor jobs in Davao, Davao Region, Philippines . We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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