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Vice President Portfolio Counsellor

Vice President Portfolio Counsellor

Hsbc

8 - 13 years

6 - 11 Lacs

Hyderabad

Posted:1 day ago| Platform:

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Skills Required

Sales Wealth management Financial analysis Analytical Financial planning Banking Wellness Asset management Principal Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Some careers open more doors than others.

If you re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

Business Descriptor:

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth.

Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff

We are currently seeking an experienced professional to join the INM WPB team.

Principal Responsibilities:

The role of an Investment Counsellor (IC) is that of a Product Expert (PE) on investments and is required to provide financial analysis and investment recommendations primarily to customer with Funds under management of greater than INR 10M

Strengthen HSBC s image as a leading wealth provider by providing clients with access to advanced technical product expertise.

Support PRMs to gain more clients confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.

Assist PRMs in deepening and growing client relationships through identifying and uncovering clients needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solution(s) to client.

Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.

Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions;

Improve 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 run strategic objectives like AUM Growth, Net Sales consistency, PRM productivity, Unique Client Transactions, increase in client coverage, run Financial Wellness sessions, new product campaigns aligned to region s key performance objectives

IC to analyze portfolio of 35-40 customers every month and engage with them to provide advice based on sound investment expertise.

Requirements

Qualifications/Requirements:

At least 8 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.

Sound problem solving skills.

Knowledge of bank and operating platforms.

Industry and sector knowledge.

Knowledge of sales and service techniques and models.

Skills

Excellent interpersonal skills

Coaching techniques on a team or one to one basis

Planning and organising skills

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Hsbc

Financial Services

London

235,000 Employees

917 Jobs

Key People

Noel Quinn

Group Chief Executive Officer
Ewan McIIroy

Chief Financial Officer
Iain Mackay

Former Chief Financial Officer
Julie Harris

Group Head of Human Resources
Mark Watkinson

Regional CEO for UK & Europe

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Vice President Portfolio Counsellor