Investment Counsellor Analyst, HSBC Qianhai (GCB 6)

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  • Shenzhen, Guangdong
  • Permanent
  • Full-time
  • 10 days ago
HSBC QianhaiHSBC Qianhai Securities Limited (HSBC Qianhai), a joint venture securities company, was incorporated on 28 August 2017, pursuant to Supplementary Agreement X to the Closer Economic Partnership Arrangements (CEPA) between the mainland and Hong Kong.The registered capital of HSBC Qianhai is RMB1.8 billion. The Hong Kong and Shanghai Banking Corporation Limited (HSBC) holds 90% of the shares, while Qianhai Financial Holdings Co., Ltd. (QFH) holds the remaining 10%. Our headquarters are located in Qianhai, Shenzhen. We have branch offices in Beijing and Shanghai, and a trading outlet in Qianhai, Shenzhen.By combining solid expertise in the domestic capital market with the global competitive advantage of the HSBC Group, we are committed to providing our customers with comprehensive securities services and a diverse range of products, aspiring to be your unique partner in China's onshore capital markets.Our purpose – ‘Opening up a world of opportunity’ – explains why we exist. For information about our purpose and values, please visit HSBC.com.HSBC Qianhai is part of one of the world’s largest financial services organisations. Whether you are an experienced professional, looking for your first job, or are interested in one of our student and graduate programmes, we provide many ways for you to develop your skills and achieve your career ambitions in a diverse and inclusive environment.We offer opportunities across our organisation to build a fulfilling career and work with colleagues and customers around the world. We have roles available in business areas including Investment Banking, Securities Brokerage, Investment Advisory, Securities Proprietary Trading, Asset Management and Private Wealth Management, and Functions, Digital Business Services.We look for people who are ambitious and want to develop their career and contribute to HSBC’s long-term, sustainable growth. We want employees who can help us achieve our strategy, balance social, environmental and economic considerations and manage risk accordingly.To ensure we achieve this growth in the right way, we place great emphasis on our values. We are committed to applying the highest standards throughout the company, everywhere we do business.Diversity and inclusion is at the heart of our business. Joining HSBC will give you the opportunity to work in a collegiate and supportive environment in which we seek to develop and promote you based on merit.We also have a strong commitment to sustainability and encourage employees to participate in our community projects and other activities.Principal responsibilities
  • Assisting the Investment Counsellors in engaging with clients and prospects of Global Private Bank.
  • Supporting Investment Counsellors with client related tasks such as portfolio reviews, client meeting material preparing, translations of marketing materials, investment product transaction handling.
  • Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations.
  • Supporting Investment Counsellors with CIO market updates and house views on timely basis and provide clear tactical strategy to Relationship Managers to enhance their functional competencies & professionalism.
  • Supporting Investment Counsellors to provide regular and timely feedback to product specialist team on customer acceptability on investment products.
  • 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.
  • Other project or initiatives assigned by line manager.
Requirements
  • 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, minimum 4 years' experience as Investment Counsellor Analyst or Relationship Manager experience in foreign banks related to investment business.
  • AMAC qualification is a must, SAC qualification is a plus.
  • Fluent in both English and Chinese writing and speaking is a must.
  • Proficient in Excel, PowerPoint, Word, etc.

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