HSBC Group

HSBC Qianhai

HSBC Qianhai is a securities joint venture between HSBC and Qianhai Financial Holdings, and is majority owned by HSBC.

HSBC Qianhai brings together HSBC's global banking and markets expertise with Qianhai Financial Holdings' local insights to offer a comprehensive suite of China securities products and services.

At HSBC Qianhai, our clients are at the heart of everything we do and we seek to build long-term, strategic relationships with them. We work in close collaboration with HSBC's bankers and product specialists globally to provide tailored investment banking, securities broking, investment research and financial advisory services to meet the needs of our clients.

We are currently seeking an experienced professional to join our team.

Responsibilities of the role holder

• Manage a team of Investment Counsellors, Product Specialists and Business Managers in the delivery of high value investment advice to clients and prospects of Global Private Banking China
• Work closely with local GPB (Global Private Banking) China team (under HSBC Bank), regional GPB team for a differentiated investment proposition while being aligned with the HSBC Group strategy and leveraging on our core strengths
• Establish investment advisory framework, governance, process and controls in the end-to-end business for this newly established Private Wealth Division at HSBC Qianhai.
• Partner with GPB Relationship Managers to offer appropriate investment service to ultra-high and high net worth clients and coordinate execution of investment service with appropriate products and services. 
• Work with various functions at HSBC Qianhai, including IBD (DCM & ECM), brokerage and asset management teams to develop a robust origination and distribution business HNW and UHNW clients.   
• Monitor the performance of the team and manage risk controls for the business and client's overall investment portfolio
• Work closely with Products team to develop new products and offerings for HNW and UHNW clients.
• Strategize the business and hiring plan for the private wealth division and recruitment of investment professionals to serve Private Banking clients from HSBC Qianhai
• Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business
• Demonstrate high professionalism
• Understand, follow and demonstrate full compliance with all relevant internal and external regulations and procedures that apply to the conduct of HSBC, also in line with the Code of Conduct
• Conduct and support ad hoc projects where applicable

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

• Master Degree or CFA, and extensive experience in investment advisory, with previous local securities and investment banking experience
• Strong financial products (especially on brokerage and asset management) expertise, overseas experience and exposure would be favorable to bring international perspectives of investment for onshore team.
• Entrepreneurship spirit, self-starter, independent, with good people management and leadership skills
• Strong analytical skills, details oriented and strong risk management/conduct mindset.
• Team player and high achiever with a positive attitude
• SAC qualification (including both general and investment advisor) is a must. AMAC qualification is a plus.
• Investment advisory licensed with solid experience in working in securities firm.
• Fluent in both verbal and written English and Chinese

Location: Shenzhen, Guangdong, China