Portfolio Leader

3 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 2,50,00,000 - ₹ 3,00,00,000
**Job Title:** Portfolio Leader Are you a seasoned professional with expertise in portfolio management and wealth planning? Do you have a passion for delivering exceptional client experiences and driving business growth? We are seeking an experienced Portfolio Leader to join our team. As a key member of our leadership group, you will be responsible for leading a team of investment counsellors and providing strategic guidance on portfolio management and wealth planning. Key Responsibilities: 
  1. Review client meeting notes or investment proposals submitted by ICs (sample basis)
  2. Approve or validate large/complex investment recommendations or bespoke portfolio strategies
  3. Provide guidance on critical cases escalated by ICs (client objections, complex products, suitability doubts)
  4. Direct interaction with key clients (especially top-tier Premier and C-Suite clients) where required by RMs or ICs
  5. Join strategic client meetings for portfolio rebalancing, tactical ideas, or complex estate/liquidity planning
  6. Disseminate global and local market updates (HSBC Global Research, CIO Office, external feeds)
  7. Ensure team is aligned on talking points and investment narratives for client conversations
  8. Head of Wealth / Premier / Private for revenue priorities, campaigns, and IC support asks
  9. Product Teams (MFs, Bonds, Alternatives) to discuss product pipeline or support needs
  10. Compliance & Risk if required for specific approvals or clarifications
  11. Review daily dashboards / surveillance alerts (if available) for IC activities
  12. Ensure all counselling notes and risk profiling updates are documented as per policy
  13. Respond to urgent internal audit or regulatory queries related to investment advisory
  14. Client engagement activity by ICs (calls/meetings/notes)
  15. Conversion funnel (meeting conducted implemented)
  16. Top clients with high opportunity or low engagement
  17. Track AUM movement, product mix, and investment penetration
  18. Plan IC support for investment campaigns (e.g., Equity SIP drive, PMS/AIF penetration, overall wealth penetration)
  19. Rm/ic joint engagement drives (e.g., Top 100 clients, NRI week, etc.)
  20. Regional events or virtual webinars with clients
 Requirements: 
  • At least 15 years of relevant experience in a Bank of Asset Management Companies
  • MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred
  • Strong analytical and problem-solving skills
  • Proven ability in productivity enhancement
  • Demonstrate behaviours consistent with HSBC Values
  • Expertise in bank's systems and processes
  • Skills in sales, financial planning and communication
  • Knowledge of bank and operating platforms
  • Industry and sector knowledge
  • Knowledge of sales and service techniques and models
  • Excellent interpersonal skills
  • C-coaching techniques on a team or one to one basis
  • Planning and organising skills
 Benefits: 

We offer a competitive salary and benefits package, including opportunities for career growth and development. Our company values diversity and inclusion, and we strive to create a workplace that is welcoming and inclusive for all employees.

 How to Apply: 

Please submit your application, including your resume and a cover letter, through our website.

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