Vice President Portfolio Counsellor

As an Investment Counsellor at HSBC, your role is vital in providing financial analysis and investment recommendations to customers with Funds under management of greater than INR 10M. Your responsibilities include strengthening HSBC's image as a leading wealth provider, supporting PRMs in gaining clients" confidence, assisting in deepening client relationships, conducting portfolio reviews, and providing technical expertise to PRMs. Additionally, you will be responsible for end-to-end ownership of Investment Sales and Distribution business, analyzing customer portfolios, and engaging with them to provide investment advice. Key Responsibilities: - Provide financial analysis and investment recommendations to customers with Funds under management of greater than INR 10M - Strengthen HSBC's image as a leading wealth provider - Support PRMs in gaining clients" confidence and trust in HSBC capabilities - Assist in deepening and growing client relationships - Conduct portfolio reviews, assess product suitability, and identify opportunities - Join PRMs in client meetings, provide technical advice, and improve their product knowledge through coaching - Analyze portfolios of 35-40 customers every month and provide investment advice based on sound expertise - Own Investment Sales and Distribution business, run strategic objectives, and ensure AUM Growth, Net Sales consistency, PRM productivity, and client coverage increase Qualifications Required: - At least 8 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 - Strong analytical and problem-solving skills - Proven ability in productivity enhancement - Expertise in banks systems and processes - Skills in sales, financial planning, and communication - Knowledge of industry, sector, sales, and service techniques Additional Details: HSBC is committed to providing a workplace that fosters continuous professional development, flexible working, and opportunities for growth within an inclusive and diverse environment. Personal data held by the Bank regarding employment applications will be used in accordance with the Privacy Statement available on the website of The Hongkong and Shanghai Banking Corporation Limited, India.,