Investment Counsellor Analyst
il y a 6 jours
HSBC is seeking a highly skilled Investment Counsellor Analyst to join our team in Luxembourg. As a key member of our Private Wealth Management team, you will be responsible for assisting Investment Counsellors in delivering investment solutions to clients and prospects.
Key Responsibilities- Support Investment Counsellors with administrative tasks, including ARPQ, K&E documents, CRM reports, and SQS issues.
- Prepare account reviews and help Investment Counsellors prepare for client meetings.
- Gain in-depth knowledge of asset allocation and portfolio optimization.
- Provide efficient backup support for Investment Counsellors in their absence.
- Proactively review and propose investment solutions to clients in close cooperation with Investment Counsellors.
- Perform investment initiatives, including preparation of materials for product campaigns and portfolio optimizations.
- Follow up on recommendations and advise on corporate actions.
- Liaise with product specialists and execute market orders in Avaloq.
- Stay up-to-date on the product offering by attending EMEA Sales Meetings.
- Good understanding of the private wealth management industry, macroeconomics, and financial markets.
- Excellent organization and communication skills.
- Multitasking abilities.
- Strong Microsoft Office skills, including Excel, Visual Basic, and PowerPoint.
- Trading experience in executing clients' orders.
- Strong analytical skills.
- Team player, high achiever, quick to learn, and positive attitude.
- Keen sense of urgency and high level of professional and personal integrity.
- High capacity to handle stress.
- Masters' degree in finance, economics, or equivalent.
- Previous experience within the banking industry (1-3 years) is highly desirable.
- CFA exam or equivalent is welcome.
- Proficiency in English and French, and other languages.
HSBC offers a range of benefits, including access to development programs, mentoring, and coaching, as well as world-class training through HSBC University. You will also have the opportunity to work flexibly and have a say in when, where, and how you work. Our benefits include financial security, family-focused benefits, and a range of resources to support your mental, physical, and social well-being.
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