• Partnering with Relationship Managers to offer appropriate investment solutions to ultra/high net worth clients
• Attracting/enhancing high net worth client relationships and profitability
• May be accountable for assessing client needs, developing a comprehensive investment strategy, co-ordinating sales and execution against that strategy, and monitoring the performance and appropriateness of the client’s overall investment portfolio
• Job holder is expected to involve other Investment Departments, Compliance, Risk and Marketing where appropriate to improve client’s portfolios and align with risk profile
• Ensure Business requirements and challenges are captured and resolved prior to future service launch
• Accountable for assessing client needs, developing a comprehensive investment strategy, co-ordinating sales and execution against that strategy, and monitoring the performance and appropriateness of the client’s overall investment portfolio
• Closely work with relationship managers, client service executives and IWS product specialist to deliver the comprehensive investment strategy to cater customer’s demand.
• Good conduct at HSBC means that we deliver fair outcomes for customers, and do not disrupt the orderly and transparent operation of financial markets. We exist to serve our customers and our approach to conduct helps us ensure that we know and understand them and deliver products and services that meet their genuine needs. Our conduct framework provides us with a set of outcomes to achieve across everything we do and can be found within the Group’s Global Principles, and on the Conduct Share Point site together with our Global Conduct Requirements

#TWE

• University degree in a relevant discipline
• Experiences in wealth management business or capital market preferably within private banking
• Sound knowledge of capital market products, management solutions and alternatives
• Client facing experience will be advantageous
• Excellent communication skills in English and Mandarin
• GPAD covered
• Prerequisite License Requirement: Securities Specialist license is required, Senior Securities Specialist preferred (證券業務員執照必備，證券高級業務員尤佳)
• Optional License: a) 信託業業務人員(Trust Level 4), b) 外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員(SPS), c) 證券投資信託事業或證券投資顧問事業業務人員(SITE/SICE), d) 人身保險業務員(LIFE) , e) 人身保險業務員銷售外幣收付非投資型保險商品(LIFEFX)