Investment Counsellor
HSBC • Central, Hong Kong • Posted July 01, 2026
Position Overview
Investment Counsellor
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date:
Date: 30 Jun 2026
**Job description**
We are currently seeking a high calibre professional to join our team as a **Investment Counsellor** .
**In this role you will:**
+ Provide investment support, education and guidance to clients, prospects and Relationship Managers
+ Assess client need, experience, expectations and risk tolerance
+ Develop comprehensive investment strategy and asset allocation proposal appropriate to client
+ Coordinate execution of investment strategy with appropriate products and services
+ Ensure use of open architecture product selection to ensure best in class product offering
+ Monitor client portfolios for performance, appropriateness and opportunity
+ Provide updates on investment opportunities to clients, prospects and Relationship Managers
+ Provid...
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date:
Date: 30 Jun 2026
**Job description**
We are currently seeking a high calibre professional to join our team as a **Investment Counsellor** .
**In this role you will:**
+ Provide investment support, education and guidance to clients, prospects and Relationship Managers
+ Assess client need, experience, expectations and risk tolerance
+ Develop comprehensive investment strategy and asset allocation proposal appropriate to client
+ Coordinate execution of investment strategy with appropriate products and services
+ Ensure use of open architecture product selection to ensure best in class product offering
+ Monitor client portfolios for performance, appropriateness and opportunity
+ Provide updates on investment opportunities to clients, prospects and Relationship Managers
+ Provid...