Assistant Fiduciary Investment Advisor - Global Private Banking

Hong Kong, Hong Kong
Not Specified
07 Dec 2021
16 Dec 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. 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.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high calibre professional to join our team as an Assistant Fiduciary Investment Advisor.

Principal Responsibilities
  • Work closely with Fiduciary Investment Advisor to ensure proper and smooth implementation of the fiduciary investment policy and procedure
  • Assist Fiduciary Investment Advisor to conduct trust investment review meeting by performing various investment monitoring, identifying any exceptions and analysing the investment data
  • Assist Fiduciary Investment Advisor to document the findings and prepare the Trust Investment Review Committee report for the meeting and inform relevant parties the action items arising from the meeting and follow up on them accordingly
  • Perform periodic due diligence review on investment firms which are not on the list of the HSBC approved fund management groups
  • Liaise with relevant teams to ensure that Investment Performance Review and Concentration Risk Review health checks are performed and exceptions and variances are reviewed and issues resolved
  • Liaise with relevant teams to carry out ad hoc investment related projects
  • Assist Fiduciary Investment Advisor to provide consultation to the staff in setting up the investment objective and guidelines and liaising with investment advisors and managers with regard to the procedure
  • Assist Fiduciary Investment Advisor to provide general guidance to staff on assessing the potential risk of certain investment products and its impact on the overall trust asset allocation

  • Bachelor degree in business, finance, accounting or relevant disciplines
  • Prior work experience in trustee, investment or risk management
  • Accountancy, Tax or Investment professional post graduate qualification
  • CFA holder and membership of the Society of Trust and Estate Practitioners preferred
  • Fluency in English and Cantonese, ability to read and write English and Chinese
  • Proficiency in Microsoft Excel

You'll achieve more when you join HSBC.

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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