Job description
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.
Business Descriptor:
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.
We are currently seeking an experienced professional to join the INM Global Private Banking (GPB) team.
Principal Responsibilities:
- The role of a GPB Investment Counsellor (IC) is that of a Product Expert (PE) on investments and is required to provide financial analysis and investment recommendations primarily to client with Total Relationship Balance of greater than USD 2M
- Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise
- Assist GPB RMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting GPB-RMs in presenting and explaining solution(s) to client
- Conduct portfolio reviews with GPB RMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks
- Join GPB RMs in meeting with clients and provide advice, input based on technical knowledge while acting as a second point of contact to GPB RMs for specific products and solutions
- Improve GPB RMs’ product specific technical knowledge by effective on-job coaching and training
- Ring-fencing of GPB clients with sound and relevant information/product advisory
- End to end ownership of Investment Sales and Distribution business for the assigned book and run strategic objectives like AUM Growth, Net Sales consistency, GPB RM productivity, Unique Client Transactions, increase in client coverage, run Financial Wellness sessions, new product campaigns aligned to region’s key performance objectives
- IC to analyze portfolio of 35-40 clients every month and engage with them to provide advice based on sound investment expertise
Requirements
- At least 15 years of relevant experience in a Private Bank or Asset Management Industry
- MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
- Preferably have certifications: NISM- XA & NISM-XB
- Strong analytical and problem-solving skill
- Proven ability in productivity enhancement
- Demonstrate behaviors consistent with HSBC Values
- Expertise in bank’s systems and processes
- Skills in sales, financial planning, and communication
- Sound problem solving skills
- Knowledge of bank and operating platforms
- Industry and sector knowledge
- Knowledge of sales and service techniques and models
- Excellent interpersonal skills
- Coaching techniques on a team or one to one basis
- Planning and organizing skills
Useful Link
Link to Careers Site: Click HERE
You’ll achieve more at HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited, India
====================================================================================================