Investment Counsellor - Investments and Wealth Solutions (IWS) Investment Counsellor - Investments and Wealth  …

in Luxembourg
Permanent, Full time
Last application, 28 Nov 21
in Luxembourg
Permanent, Full time
Last application, 28 Nov 21
Posted by:
Lu Recruitment • Recruteur
Posted by:
Lu Recruitment
Investment Counsellor Investments and Wealth Solutions (IWS) Permanent Contract

HSBC Holdings plc, the parent company of the HSBC Group, is headquartered in London. HSBC serves customers worldwide from offices in 64 countries and territories in our geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa.

HSBC provides a comprehensive range of financial services through three global businesses: Commercial Banking; Global Banking and Markets; and Wealth & Personal Banking.

The HSBC Group in Luxembourg is a significant employer and operates several businesses including asset management, securities services, private banking and corporate banking.

For our private banking activities in Luxembourg, we are currently looking to recruit an:


Investment Counsellor

Investments and Wealth Solutions (IWS)

Permanent Contract



Role and Responsibilities:


Reporting locally to the Head of Investment Products and Supervision and functionally to the Head of Investment Counsellors Europe International, you will be responsible for the positioning / delivery of investment solutions to clients and prospects of HSBC Private Bank Luxembourg.

The role holder shall ensure that the following objectives are met:

  • 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.
  • 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. 


Experience and skills required:


  • 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 Relationship Managers.
  • Strong analytical skills.
  • Trading experience in executing clients' orders.
  • Masters’ degree in economics or equivalent.
  • CFA exam or equivalent is welcome
  • 3 to 5 years’ experience in the investment management business
  • Proficiency in English, German or French is welcome


If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, please send your application letter and curriculum vitae (in English) to:, and discover how diversity drives our success. 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.

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.

Please note that due to the volume of applications received, we will acknowledge your application only if we wish to proceed to interview. If you have not received a response within 4 weeks your application has not been successful.

Please also note that every selected candidate will have to provide us with a valid criminal record check in due time.

For any GDPR request, please send it to:

HSBC logo
More Jobs Like This
See more jobs