HSBC Group

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.

Wealth & Personal Banking serves more than  million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

Principal Responsibilities:

• The role of a Head of  Investment Counsellor (IC-Portfolio Advisory Service) is of an Advisor & Product Expert (PE) managing investment portfolios under Portfolio Advisory Service (PAS). Incumbent is required to provide financial analysis and investment recommendations primarily to customers with Total Relationship Balance of greater  with HSBC
• Incumbent will be handling Investment Portfolios of UHNI’s- Individuals, Family offices, Investment Trusts/PICs etc and manage a team of ICs
• Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise
• Works to gain more clients’ confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need
• Aims at deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and presenting and explaining solution(s) to client
• Conduct portfolio reviews to assess product suitability and update on market changes having impact on products held by clients
• Regularly meeting clients and provide advice, input based on technical knowledge
• Ring-fencing of Top Tier customers with sound and relevant information/product advisory
• End to end ownership of the assigned patch and run strategic objectives like AUM Growth, Net Sales consistency, productivity, Unique Client Transactions, increase in client coverage, run Financial Wellness sessions, new product campaigns aligned to region’s key performance objectives
• Investment Counsellor to manage portfolios of  UHNI customers and engage with them to provide advice based on sound investment expertise

• At least 15 years of relevant experience in a Bank or Asset Management Companies
• MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
• Complete necessary regulatory certifications for Investment Advisor: namely  NISM- XA & NISM-XB
• Additional qualifications like CFA, FRM are preferred
• Strong analytical and problem-solving skills
• 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 organising skills

Pre-briefing Call Details

Name of Host: Neena Goel

Date of Call: 05 November 2024

Time of Call: 10:00-10:30

Zoom Dial in Link - https://hsbc.zoom.us/j/92249135461?pwd=bQKSXkbWnlSnrXcdlxBUzYom7vdQFc.1 

Meeting ID:   922 4913 5461

Passcode:     249236

Useful Links

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.

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India