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Investment Counsellor Analyst (80%-100%)

Investment Counsellor Analyst (80%-100%)

Job Profile:
 
Responsible for assisting the Investment Counsellors in the positioning/delivery of investment solutions to clients and prospects of Private Bank, with the primary aims of:

  • Support IC on all administrative tasks : CIP/ AIP reports, CRM reports, SQS issues, updating spreadsheets, presentations, finding information on products, mandates etc.
  • Prepare account reviews and help IC to prepare for client meetings
  • Preparation for business trips and help IC with follow up after the trip
  • Gaining strong and thorough knowledge of the various asset classes and investment products.
  • Be an efficient back-up for the IC in their absence ( i.e. client request for research, etc.)
  • Proactive review/investment proposal to Clients in close co-operation with the IC
  • Perform investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations, weekly IC /RM meetings, etc
  • Follow up on recommendations (limit orders, entry points, executions)
  • Advise on corporate actions with advice from the IC
  • Learn and understand the basics of asset allocation and portfolio optimization
  • Liaise with product specialists i.e. for bond and equity lists  research, etc.
  • Execute market orders in Avaloq
  • Learn how to examine portfolios and choose products from our offering
  • Keep up to date on the ISPS product offering ( all asset classes) by attending ISPS Sales Meetings
  • Maintain a good level of general financial knowledge and asset classes and investment products
  • Attend the Monday morning Investment meetings.

Impact on the Business
 
The analyst role is key in the delivery of investment solutions to our clients. They are client-facing, deal with ISPS specialists, are working very closely with more senior ICs.  Impact is investment revenues: annuity fees (mutual funds, discretionary mandates fees, Private Equity fees, Real Estate fees, Hedge Funds fees and advisory fees) and Brokerage and Trading fees (FX spreads, equities, bonds, funds brokerage, SP spreads..).
 
Customers / Stakeholders


Analysts are part of IC teams and are client facing.
Additional stakeholders: ISPS specialists, RMs, PB functions.
 
Leadership & Teamwork
 
IC analysts are team players, as clients get an investment service delivered by a full team (Analysts, IC, specialists).
They can be proactive when it comes to supporting campaign, dealing with trading complicated matters.
 
Operational Effectiveness & Control
 
Analyst will team up with ICs and ensure all tasks are done according to FIM, DIM and ensure a very high quality of production (client contact, PowerPoint presentations).
 
Role Context

  • Responsible for providing support to Investment Counsellors (ICs) to service clients. The analyst is a full IC Team member, part of the Front Office of GPB. 
  • Perform client related tasks such as the organisation of documents for signature of different mandates, prepare investment proposals and portfolio reviews, format and translate slides when necessary, prepare account reviews , take orders from clients and execute trades
  • Organise internal meetings, prepare PowerPoint presentations, support ICs in the preparation of client meetings
  • Assist to preparing material for trips/ including fund factsheets materials, organizing meetings..
  • Support campaigns by client identification, eligibility, prepare campaign emails, translate documents, and tracking performance
  • Investment initiatives and proactive client work should be limited to Medium and High Touch Advisory mandates.

 

Experience & Qualifications

 

  • Previous experience with in the banking industry 1 to 3 years is highly desirable
  • University degree
  • CFA, CAIA or CIIA or equivalent would be useful
  • Excellent organisation and communication skills
  • Multitasking abilities
  • Strong Microsoft Office skills: excel, visual basic, PowerPoint
  • Keen ability to grasp details
  • Risk conscious, in particular on the trading side.
  • 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
  • Fluent in English, other languages useful. Hebrew or Greek would be a plus. 

 

 We are an equal opportunity employer and are committed to creating a diverse environment.
 
To discover more about HSBC, please check our website:https://www.hsbc.com/about-hsbc
 

 

Please apply via our career website:

 

 

Kontaktperson

Website https://hsbc.taleo.net/careersection/external/moresearch.ftl?lang=en-gb

1211 Geneva - Switzerland / Zürich / Genève

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