We are currently seeking a high calibre professional to join our team as a Investment Councellor Analyst.
In this role you will
- Trade Execution and Suitability Checking
- Manage the end-to-end trade order process, placing trade orders and liaising with the execution desk
- Ability to understand and work across asset classes including Equity, Bonds, FX, Funds, Discretionary Programmes and Alternatives
- Demonstrate a clear understanding of various asset classes, product risk, suitability and sales procedures
- Capable in collaborating with Relationship Managers, Product Teams and Operation Teams to ensure seamless trade execution and post-sales services
- Ensure all client-related activities are compliant with HSBC internal policies and external regulatory requirements
- Portfolio Analysis and Performance Reporting
- Monitor client portfolios for adherence to investment mandates, risk levels and client objectives
- Prepare investment materials, pitch books and regular portfolio review materials, using data visualization to create performance reports for client meetings
Client Engagement
Act as a point of contact for day-to-day client queries related to their investment needs and portfolios
Assist Relationship Managers and Investor Counsellors in cultivating client relationships by providing prompt response in client’s trading and investment activities
To be successful you will need
- Experience in trade execution and order placing
- Demonstrated knowledge of public and private markets
- Hands-on experience with market data terminals
- Detail-oriented mindset and ability to deliver accurate and consistent work under pressure
- Excellent communication and interpersonal skills, quick learner
- Proficiency in Microsoft Office
- A strong sense of integrity, professionalism and a client-centric mindset
Job description provided by HSBC Holdings plc.
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