Investment Counsellor Analyst
The opportunity: Investment Counsellor Analyst
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. Whether you want a career that could take you to the top or in an exciting new direction—we offer opportunities, support and rewards that will take you further.
Are you interested ? Do you have 1 to 3 years of previous experience within the banking industry ? Do you enjoy to be part of a cohesive team ?
If you answered yes to any of these questions, we want to hear from you !
What you will do:
- Support IC in the management of the Sales Quality Standards: prepare Client Investment profile documents for new clients and for annual review, document CRM reports in collaboration with the IC, identify the SQS issues, communicate these issues to the IC, closed and document the closure of issues in the system as per IC instructions.
- Help IC prepare for client meetings (preparation of presentation, collect products’ information – factsheets, KIDs, prospectus, term sheets...). Store evidence of documents shared with clients in the bank’s archiving system.
- Perform client related tasks such as the organization of documents for signature of different mandates, format and translate slides when necessary,
- Prepare presentation documents used for team meetings, client meetings, reports to senior management.
- Perform follow up on order book (limit orders, entry points, executions). Request opening of new securities if needed.
- Send the periodic ISPS publications (Quarterly Investment Outlook, Global investment views...) to clients
- Support campaigns by preparing campaign emails, translating documents, and tracking performance
- Update pipeline reporting tool, maintain MI used by Senior management to track commercial activity.
- Preparation for business trips (hotel and transportation booking) and help IC with follow up after the trip (expenses, review and update of contact reports)
- Identify corporate actions and communicate the list of impacted clients to IC
- Maintain a good level of general financial knowledge and asset classes and investment products
- Learn and understand the basics of asset allocation and portfolio optimization
You should apply if you have:
- Excellent organization and communication skills
- Multitasking abilities
- Strong Microsoft Office skills: excel, visual basic, PowerPoint
- detail oriented
- 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
- University degree
- Previous experience with in the banking industry 1 to 3 years is highly desirable
- CFA, CAIA or CIIA or equivalent would be useful
- Fluent in English, other languages
- Due to immigration restrictions in Switzerland we will only be able to consider applications from Swiss or EU citizens or from candidates holding a valid Swiss work permit
Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.
What you’ll get in return
We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
You can work your way and will have a say in when, where and how you and your team flexibly work together.
Our benefits will give you financial security, and can include:
- Health & meal allowance, public transport or (e-)bike allowance.
- Our family-focused benefits can help you to support your loved ones and include: days off for key events (weddings, moving house, adoption). A one-time marriage or registering of a "Civil.
- Partnership" grant. One-time premium for birth or adoption, as "gift" or "voucher. 4 weeks’ paternity leave & 26 weeks’ maternity leave.
- Emergency Childcare with the Red Cross, free of charges for HSBC employees.
- Purchased holidays scheme, unpaid leave, sabbatical, Volunteering Leave.
- Accident insurance (private coverage) paid by the Employer, attractive Pension Scheme.
We’ll give you a huge range of resources that support your mental, physical and social well-being, including:
- Various sports and leisure activities organised by the employees for the employees.
- The Bank offers to the employees and their family members specialised free, confidential service to help them deal with any personal problems – either at work or at home. Unlimited telephone consultations services available 24/7.
- You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices.
- You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
HSBC is a signatory company of the Advance Charter. This Charter is a commitment towards gender equality in business and hence a workplace environment that supports a fair and balanced approach to hiring, remunerating, promoting and retaining female talent.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Within HSBC in Switzerland all internal candidates from Group and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role. The Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are first carried out as part of this recruitment exercise, and/or if relevant, on an ongoing basis.
