Intern Analyst Investment Counsellor Analyst

Overview

Being part of HSBC in Switzerland, you’ll help evolve and grow our business.

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 program 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.

Are you interested? Do you have interest for the world of Private Banking? Do you enjoy to be part of a cohesive team?

If you answered yes to any of these questions, we want to hear from you!

• For:
  Students under master degree graduating in 2027
• Duration: 6 months
• Location:
  
  Geneva
• Areas:
  Global Private Banking
• Start date:
  
  1st of February 2027

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.

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.

The Investment Counsellor Analyst (ICA) role is key in the delivery of investment solutions to our clients. They are client-facing, deal with ISPS specialists, are working very closely with more senior Investment Counsellors (IC). Impact is investment revenues: annuity fees (mutual funds, discretionary mandates fees, Private Equity fees, Real Estate fees, Hedge Funds fees and advisory fees) and Brokerage and Trading fees (FX spreads, equities, bonds, funds brokerage, SP spreads.).

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.

• Support ICAs on all administrative tasks
• Customer Information Program (CIP)/AMG Integration Platform (AIP) reports, Customer Relationship Management (CRM) reports, Sales Quality Standard (SQS) issues, updating spreadsheets, presentations, finding information on products and investment mandates.
• Prepare account reviews alongside ICAs and help ICs to prepare for client meetings
• Preparation of business trips and help ICs with follow up after the trip
• Gaining strong and thorough knowledge of the various asset classes and investment products
• Be an efficient back-up for the ICAs in their absence (example: client request for research)
• Pro-actively review/investment proposal to clients in close co-operation with the ICAs
• Perform investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimizations, weekly IC/Relationship Management (RM) meetings
• Follow up on recommendations (limit orders, entry points, executions)
• Advise on corporate actions with advice from the ICs
• Learn and understand the basics of asset allocation and portfolio optimization
• Liaise with product specialists i.e. for bond and equity lists, research and others
• Execute market orders in Avaloq
• Learn how to analyze portfolios and choose products from our offering
• Maintain a good level of general financial knowledge and asset classes and investment products
• Attend the Market Strategy Focus and Regional Sales meetings

• Excellent organization and communication skills
• Multitasking abilities
• Strong Microsoft Office skills: excel, visual basic, Power Point
• Keen ability to grasp details
• Risk conscious, in particular on the trading side
• Strong analytical skills
• Team player, high achiever, quick to learn, positive attitude
• Keen sense of urgency, high level of professional and personal integrity
• High capacity to handle stress
• Fluent in English, other languages are a plus
• Be available to work full-time between February 2027 to July 2027
• Studying in a Swiss School and under master degree graduating in 2027
• 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

We offer a comprehensive and competitive package of benefits usually covering healthcare, life assurance, pension, and family friendly leaves, as well as many other benefits to support your wellbeing.

HSBC operates multiple variable pay plans, to reflect the diverse nature of the…