HSBC Group

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Investment Counsellor

Role purpose

The Investment Counsellor is an experienced investment advisor focused on supporting private bankers in all investment themes with clients. He is an expert in the variety of products the bank offers its clients, and must know the key differences with products offered by the competition so he can highlight to the client the benefits of our product offering. The IC can become the direct contact with the client in any investment theme. He is focused on advising HNWI and UHNWI; which normally diversify investments with more institutions.

The personalized attention to all clients is key to making a difference with other banks, as well as a deep understanding of client´s needs son he can help diversify their portfolios with a long term view and cultivate a durable relationship with clients to meet their financial needs through a wide variety of products including discretionary mandates(starting at 5 million pesos and 20 million pesos); and tailor-made portfolios (for clients with AUM´s of +200 million pesos), besides the regular products such as fixed income, equities, ETF´s,  structured products, securities-backed lending, and others. The growing relationship with a client and excelling in investment advice will eventually translate into acquiring new assets from other institutions.

Another important role is to act as a speaker for Investment Outlook´s aimed to provide clients a deep understanding of current economic and market situations, helping clients make the best decisions under any situation. 

Principal Accountabilities and Responsibilities

•          Work closely with clients so they can achieve their financial goals through the best investment advice
•          Increase profitability for the bank through diversified products to help maximize portfolio returns for clients
• Attracting new money from existing clients, as well as supporting private bankers to acquire new ones

Leadership & Teamwork 

• As a senior member if the team, provide education of sophisticated products to investment managers
• Help the team grow as a whole; provide market insights including new product offering in the financial industry
• Provide bankers with a deep understanding of current economic situations so they can improve their knowledge

Functional Knowledge

• Specialized in sophisticated HSBC´s investment products as well as the whole market offering
• Being well informed every day to have a deep understanding of the implications of world events to investments
• Knowledge of internal processes regarding investment products

Others

• Requires communication skills both in dealing with internal and external clients
• Must have curiosity at all times to constantly enhance product offering and help improve service

·         Several years of experience in the financial industry covering a wide range of products such as equities, fixed income, mutual funds, security-backed lending, discretionary mandates, and tailor-made portfolios.

·         Deep market and economic understanding and their implications to portfolios. Experience dealing with HNWI and UHNWI.

·         Knowledge of local regulation and investment regime.

·         Manage relationships both with internal and external clients. Relevant knowledge of commercial strategies and must hold a special as an investment strategy advisor

·         Managing and interacting with high performance teams with strong communication skills and work with internal leaders.

·         Act as a speaker and organizing customer events through technology and internet connectivity.

·         Enhance the relationship between the bank and the client through a deep understanding of the client´s situation, needs and financial goals

·         Managing and educating junior investment managers

·         Partner with private bankers to attract new money from existing clients through a close relationship with them, as well as attracting new clients

At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect. 
HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.
At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights

“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”

·         Develop new ideas to define business with key products to help differentiate traditional investments and portfolios

·         Help improve the bank´s offering with constant knowledge of the products and market tendencies

·         Responsible for identifying ways to differentiate HSBC from other banks through the best advice to clients.

·         Proactively approach private bankers to help them make their AUM´s more profitable through long-term based strategies and always focusing of maximizing clients returns.

·         Advise private bankers and customers to enhance the relationship with long term strategies.

·         Market Knowledge through constant study, which translates into a richer advice for clients.

·         Actively participate in weekly meetings

·         Communicate daily insights and information about economic outlook, markets, and financial products