Investment Counsellor

The opportunity: Investment Counsellor

At HSBC, we’re a trusted international organisation with a global customer base of around 39 million customers worldwide through a network that covers 62 countries and territories. In Europe, our ambition is to become the leading international wholesale bank and we need talent like you to help us meet our ambition. Whether you want a career that could take you to the top or in an exciting new direction—we offer opportunities, support and rewards that will take you further.

The job holder will be responsible for the positioning and delivery of investment solutions to UNHW clients and prospects of HSBC Private Bank respective region, in the context of an Advisory relationship with the primary goals of:

partnering with Relationship Managers to offer appropriate investment solutions to clients, and  attracting/enhancing client relationships and profitability. 

Accountable for assessing client investment needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio. The IC is seconded in his role by ICAs who are in charge of the administrative aspects of the Advisory activity.

Are you interested ? Do you have investment counselling experience ? Do you enjoy to be part of a cohesive team ? 

If you answered yes to any of these questions, we want to hear from you  

What you will do:

Collaborate with Relationship Manager to develop investment activities with clients.
Assess client investment needs, experience, expectations and risk tolerance.
Develop comprehensive investment strategy and asset allocation proposal appropriate to each client.
Implement the defined investment strategy with appropriate products and services, collaborate with Product specialists, Portfolio managers, other HSBC entities if needed to design the best investment solution. Be in regular contact with clients to inform them of the markets and portfolio evolution as well as Bank’s investment ideas. Review the investment strategy on a regular basis and make investment proposals to adjust portfolios to client’s risk appetite, needs and market conditions.
With the support of the ICAs monitor client portfolios for performance, appropriateness and opportunity. Contact clients and inform them of any SQS breach in their portfolios. Perform annual account review on time. 
Provide updates on investment opportunities to clients and prospects.
Provide input and support for the development of new business initiatives and product enhancement. Promote mandates to increase mandate penetration. Contribute to the increase of client share of wallet.
Monitor investment revenues and clients’ profitability.
Comply with all internal and external regulations and procedures.
Participate and provide input to any Bank’s initiatives if needed (definition of the offer, new IT system related to investment activities. Requirements

You should apply if you have:

Proven track record in investment advisory; experience in portfolio management, brokerage or institutional sales useful.
Extensive knowledge of private banking business (onshore and offshore), and competitive and regulatory environment. 
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 judgement, keen sense of urgency, and high level of professional and personal integrity.
CFA would be a strong plus.
Fluency in Arabic and English Solid knowledge dealing with UHNW clients ideally Qatar market Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit.

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

What you’ll get in return

We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.

You can work your way and will have a say in when, where and how you and your team flexibly work together.

Our benefits will give you financial security, and can include: 

Health & meal allowance, public transport or (e-)bike allowance. Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil. Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave. Emergency Childcare with the Red Cross, free of charges for HSBC employees. Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave. Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme.

We’ll give you a huge range of resources that support your mental, physical and social well-being, including: 

Various sports and leisure activities organised by the employees for the employees.  The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7. You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices. You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why

---