Investment Counsellor - Europe International (80-100%) Investment Counsellor - Europe International  …

HSBC Private Bank (Suisse) SA
in Zurich, Switzerland
Permanent, Full time
Last application, 18 Jan 21
HSBC Private Bank (Suisse) SA
in Zurich, Switzerland
Permanent, Full time
Last application, 18 Jan 21
Posted by:
Aleksandra Mac Donald • Recruiter
Posted by:
Aleksandra Mac Donald
Taleo reference: 0000EVWR

Some careers open more doors than others. 

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals.  We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.


The Investment Counsellor is mainly responsible for the positioning and delivery of investment solutions to clients and prospects of the HSBC Private Bank, with the primary objectives of:

  • partnering with Relationship Managers to offer appropriate investment solutions to clients, and

  • attracting/enhancing client relationships and profitability.


In this role, you will:


Main responsibilities:

  • Provide investment support, education and guidance to clients, prospective clients and Relationship Managers.

  • Assess the client needs, experience, expectations and risk tolerance.

  • Develop a comprehensive Investment Strategy and Asset Allocation proposal appropriate to the client.

  • Coordinate the execution of an Investment Strategy with appropriate products and services.

  • Ensure the use of an “open architecture” product selection to ensure the best-in-class product offering.

  • Monitor client portfolios for performance, asset allocation and appropriateness.

  • Provide updates on investment opportunities to clients, prospective clients and Relationship Managers.

  • Provide input and support for the development of new business initiatives and product enhancements.

  • Identify/communicate issues or limitations related to product, platform, operations, systems or pricing.

  • Maintain current knowledge of competitors’ investment capabilities, product offering and pricing policies.

  • Ensure the integrity of the sales process and compliance with all HSBC and regulatory policies.

  • Focus on servicing a dedicated set of clients and ensure back up responsibilities for other regions covered by his/her colleagues within Europe International.

  • Be instrumental in client acquisition, product development and process optimization. 

  • Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

To be successful in the role, you should meet the following requirements:

  • Minimum 7 years of professional experience in the investment management business and competitive and regulatory environment. 

  • Masters’ degree in economics or equivalent.

  • CFA exam or equivalent would be a strong advantage.

  • Very good understanding of the private wealth management industry, macroeconomics, financial markets and various traditional and non-traditional investment products.

  • Proven skill set in capital market theory, investment process, and product selection.

  • Excellent communication skills in writing and speaking and being able to articulate specific market environment and complex investments to clients and RMs.

  • Strong analytical, negotiation and complex problem resolution skills.

  • Proficiency in English is required. German or French would be an advantage.

  • 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.


At HSBC we put great emphasis on our values. Our values define who we are as an organisation and what makes us distinctive.

We are:
Dependable - we are dependable, stand firm for what is right and deliver on our commitments
Open - we are open to different ideas and cultures, and value diverse perspectives
Connected - we are connected to our customers, communities, regulators and each other, caring about individuals and their progress

These values reflect the best aspects of our 150-year heritage. They are vital to fulfilling our purpose of helping businesses to thrive, economies to prosper and ultimately helping people to fulfil their hopes and realise their ambitions.


You’ll achieve more when you join HSBC.   


We are an equal opportunity employer and are committed to creating a diverse environment.


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 background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.


We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.


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.


To discover more about HSBC, please check our website:



Please apply via our careers website at the following link :

Taleo reference: 0000EVWR

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