Investment Counsellor Analyst

HSBC · Hong Kong

Apply by 1 Nov 2026

Finance & Banking On Site Full Time

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Job Description

GCB 5

We are currently seeking a high calibre professional to join our team as an Investment Counsellor Analyst.

In this role you will:

Supporting senior advisors on portfolio construction/ pitching preparation and order execution
Develop comprehensive investment strategy and asset allocation proposal appropriate to client
Provide investment support, education and guidance to clients, prospects and Relationship Managers
Assess client need, experience, expectations and risk tolerance
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

To be successful you will:

Experience in portfolio management/ sell side equity research/ advisory in private banks useful
Passionate about learning portfolio management and investment products
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

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
http://www.hsbc.com/careers

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.
https://www.youtube.com/embed/QmZ7Un5gR8c?si=LCa6slfBqlUlxUE-

HSBC

Hong Kong

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