Investment Counsellor

3 weeks ago

Bengaluru, Karnataka, India HSBC Full time

Unlock New Opportunities in Wealth Management

HSBC is seeking an experienced professional to join our INM WPB team as an Investment Counsellor. As a key member of our team, you will provide financial analysis and investment recommendations to clients with significant funds under management.

Key Responsibilities:

  • Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise.
  • Support PRMs to gain clients' confidence and trust in HSBC capabilities, and increase the effectiveness and quality of needs fulfilled for target clients.
  • Assist PRMs in deepening and growing client relationships through identifying and uncovering clients' needs, and presenting and explaining solutions to clients.
  • Conduct portfolio reviews with PRMs, assess product suitability, and identify opportunities and manage risks.
  • Improve PRMs' product-specific technical knowledge through effective on-job coaching and training.
  • Ring-fence Premier customers.

Requirements:

  • At least 8 years of relevant experience in a bank or asset management company.
  • MBA from a reputed institute preferred, or Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA.
  • 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.

About HSBC:

Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services. We are 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.

How to Apply:

Please click on the link to visit our careers site for more information and to apply.

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