Strategic Investment Leader

6 days ago


Bengaluru, Karnataka, India HSBC Full time

About the Role:


We are currently seeking an experienced professional to join the INM WPB team at HSBC, a leading global banking and financial services organization.


As a Strategic Investment Leader, you will be responsible for providing financial analysis and investment recommendations to high-net-worth clients with significant assets under management.


You will work closely with our Private Relationship Managers (PRMs) to deliver exceptional client service, deepen client relationships, and drive business growth.


Key Responsibilities:



  • Provide expert-level advice on investment products and strategies to clients with complex financial needs.
  • Develop and implement customized investment solutions to meet client objectives and risk tolerance.
  • Conduct thorough portfolio reviews to identify opportunities for growth and optimize client portfolios.
  • Collaborate with PRMs to enhance their technical knowledge and product expertise.
  • Support the development of business plans and strategic initiatives to drive revenue growth and expand client relationships.

Requirements:


To succeed in this role, you will need:



  • A minimum of 8 years of experience in investment management, wealth planning, or a related field.
  • An MBA from a reputable institution or a postgraduate degree in a relevant field (e.g., economics, finance, mathematics).
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
  • Proven track record of driving business growth and expanding client relationships.
  • Excellent interpersonal and communication skills, with the ability to work collaboratively with cross-functional teams.
  • Knowledge of financial markets, instruments, and regulations.

About HSBC:


HSBC is one of the world's largest banking and financial services organizations, serving over 40 million customers worldwide. We offer a comprehensive range of personal and commercial banking, wealth management, and insurance services.


Salary: Estimated salary range: $120,000 - $180,000 per annum, depending on location and experience.



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