Investment Councellor Analyst

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