Investment Counsellor

1 month ago

Bengaluru, Karnataka, India HSBC Full time
Unlock New Opportunities with HSBC

Are you looking for a career that will take you to the top? Do you want to experience the possibilities of working with a global leader in the financial industry? Look no further than HSBC, where we offer opportunities, support, and rewards that will take you further.

Business Overview

Wealth & Personal Banking serves more than 50 million customers worldwide, providing a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. As a global business, we bring 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.

Job Summary

We are currently seeking an experienced professional to join our INM WPB team as an Investment Counsellor. As a Product Expert on investments, you will provide financial analysis and investment recommendations to customers with funds under management of greater than INR 10M. Your key responsibilities will include:

  • Strengthening HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise.
  • Supporting PRMs to gain more clients' confidence and trust in HSBC capabilities and increasing the effectiveness and quality of needs fulfilled for target clients in need.
  • Assisting PRMs in deepening and growing client relationships through identifying and uncovering client needs, identifying relevant wealth solutions, and technical analysis, and assisting PRMs in presenting and explaining solutions to clients.
  • Conducting portfolio reviews with PRMs, assessing product suitability, and managing risks.
  • Joining PRMs in meeting clients and providing advice, input based on technical knowledge, while acting as a second point of contact to PRMs for specific products and solutions.
  • Improving PRMs' product-specific technical knowledge by effective on-job coaching and training.
  • Ring-fencing of Premier customers.
  • End-to-end ownership of Investment Sales and Distribution business for the assigned patch and running strategic objectives like AUM Growth, Net Sales consistency, PRM productivity, Unique Client Transactions, increase in client coverage, running Financial Wellness sessions, new product campaigns aligned to region's key performance objectives.
Requirements

To be successful in this role, you will need:

  • At least 8 years of relevant experience in a Bank or Asset Management Company.
  • 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.
  • Sound problem-solving skills.
  • Knowledge of bank and operating platforms.
  • Industry and sector knowledge.
  • Knowledge of sales and service techniques and models.

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a motivated and experienced professional looking for a new challenge, please apply now.

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