Investment Counsellor Analyst

il y a 4 semaines


Paris, Île-de-France HSBC Temps plein

At HSBC, we're a trusted international organisation with a global customer base of around 39 million customers worldwide through a network that covers 62 countries and territories. In Europe, our ambition is to become the leading international wholesale bank and we need talent like you to help us meet our ambition.

Key Responsibilities:

  • Support Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of HSBC Private Bank Luxembourg.
  • Prepare account reviews and help Investment Counsellors prepare for client meetings.
  • Gain strong knowledge on asset allocation and portfolio optimization.
  • Be an efficient backup for Investment Counsellors in their absence.
  • Pro-actively review and propose investment solutions to clients in close co-operation with Investment Counsellors.
  • Perform investment initiatives, including preparation of materials for product campaigns.
  • Follow up on recommendations and advise on corporate actions.
  • Liaise with product specialists for bond and equity lists, research and others.
  • Execute market orders in Avaloq.
  • Keep up to date on the product offering by attending EMEA Sales Meetings.

Requirements:

  • Good understanding of the private wealth management industry, macroeconomics, financial markets and various traditional and non-traditional investment products.
  • Excellent organisation and communication skills.
  • Multitasking abilities.
  • Strong Microsoft Office skills: Excel, Visual Basic, PowerPoint.
  • Trading experience in executing clients' orders.
  • Strong analytical skills.
  • Team player, high achiever, quick to learn, positive attitude.
  • Keen sense of urgency, 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 to 3 years is highly desirable.
  • CFA exam or equivalent is welcome.
  • Proficiency in English and French, and other languages.

We offer a range of benefits, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University. You'll also have opportunities to work internationally and join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.



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