Investment Counsellor

Investment Counsellor

Location:
Central, Hong Kong Island, HK

Brand: HSBC

Area of Interest:

Closing Date:

Date: 30 Jun 2026

**Job description**

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

**In this role you will:**

+ Provide investment support, education and guidance to clients, prospects and Relationship Managers
+ Assess client need, experience, expectations and risk tolerance
+ Develop comprehensive investment strategy and asset allocation proposal appropriate to client
+ Coordinate execution of investment strategy with appropriate products and services
+ 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
+ Provid...

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