HSBC Internship – 6 months – Investment Counsellor Analyst

At HSBC, we believe in the importance of continuous training and personal development to help you achieve your full potential and harness your strengths. Whatever global programme you join, we’re dedicated to ensuring you make the most of the learning opportunities on offer. These will help you to shape, improve and develop skills that are important to both your professional and personal development.

For: Students under master degree graduating in 2024
Duration: 6 months
Location: Geneva
Areas: Global Private Banking
Start date: 1st of August 2024

We encourage you to apply for this programme as soon as possible as we recruit on a rolling basis and may close applications before the advertised date if all vacancies are filled.

What to expect

Supported by experienced managers, colleagues and a wide network of diverse peers, you'll be encouraged to take on responsibility and bring new ideas to the table. You will be valued as an individual and for the contribution you make.

You can expect practical experience that will complement your academic studies, embedding our values while growing your career. During the placement, you will be challenged to use your talents and academic knowledge to add value to the bank and improve your professional and personal skills.

Learning, development and support

The placement will equip you with the skills and experience required to start a successful career with HSBC, as well as the opportunity to develop your professional network with colleagues around the world.

You will have the opportunity to build your skills and banking knowledge in a real working environment and to take on responsibilities in a selection of interesting projects.

What you will do

We will provide you with work that will introduce you to the world of Private Banking.

You will discover the Investment Counsellor department and the following tasks will be:

• Support IC in the management of the Sales Quality Standards: prepare Client Investment profile documents for new clients and for annual review, document CRM reports in collaboration with the IC, identify the SQS issues, communicate these issues to the IC, closed and document the closure of issues in the system as per IC instructions.
• Help IC prepare for client meetings (preparation of presentation, collect products’ information – factsheets, KIDs, prospectus, term sheets…). Store evidence of documents shared with clients in the bank’s archiving system.
• Perform client related tasks such as the organization of documents for signature of different mandates, format and translate slides when necessary.
• Prepare presentation documents used for team meetings, client meetings, reports to senior management.
• Perform follow up on order book (limit orders, entry points, executions). Request opening of new securities if needed.
• Send the periodic ISPS publications (Quarterly Investment Outlook, Global investment views…) to clients.
• Support campaigns by preparing campaign emails, translating documents, and tracking performance.
• Update pipeline reporting tool, maintain MI used by Senior management to track commercial activity.
• Preparation for business trips (hotel and transportation booking) and help IC with follow up after the trip (expenses, review and update of contact reports).
• Identify corporate actions and communicate the list of impacted clients to IC.
• Maintain a good level of general financial knowledge and asset classes and investment products.
• Learn and understand the basics of asset allocation and portfolio optimization.

Who can apply?

You should apply if you have:

• Be available to work full-time between August/September 2024 to January/February 2025.
• Studying in a Swiss School and under master degree graduating in 2024.
• Have well-developed language skills in English (French and other languages would be advantageous).
• Have solid Office skills in MS Word, Excel and PowerPoint.
• 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.

Please apply via our careers website at the following link : https://mycareer.hsbc.com/external

Taleo reference n°:0000KCCV