A global famous bank is urgently looking for an experience IC in Beijing .

Your new company

Our client is a prestigious global bank, who has established banking business in mainland China for decades. In order to meet up its rapidly expansion private banking business in China, there is one new headcount of Investment Counsellor in BJ on urgently hiring.

Your new role

  • 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.
  • Provide input and support for the development of new business initiatives and product enhancement.
  • Identify and communicate issues or limitations related to product, platform, operations, systems or pricing.
  • Ensure integrity of sales process and compliance with all HSBC and regulatory policies.
  • Maintain current knowledge of competitor investment capabilities, product offering and pricing policies.
  • To maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

What you'll need to succeed

  • Proven track record in investment advisory.
  • Knowledge of client on boarding process and due diligent requirements.
  • Experience in portfolio management, brokerage or institutional sales useful.
  • Demonstrated experience in buy side financial markets.
  • 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 judgment, keen sense of urgency, and high level of professional and personal integrity.

What you'll get in return

  • A competitive benefit package including but not limited to sizeable salary, generous paid-off annual leaves, sick leaves, medical/ dental/life insurance, pension schemes etc.
  • Inclusive company culture.
  • Super high-net-worth individual client portfolio.

What you need to do now

If you're interested in this role, pls send your updated Chinese/English resume to sherie.li @hays.cn or contact Sherie Li via 010-86487900 for confidential discussion on your career.


Job Type
Banking & Financial Services
Banking and Financial Services

Talk to a consultant

Talk to Sherie Li, the specialist consultant managing this position, located in Beijing
501, Tower 1, China Central Plaza, 81 Jianguo Road, Chaoyang District

Telephone: +86 10 8648 7900

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