Job
Description
As an Investment Counsellor at HSBC International Wealth and Premier Banking (IWPB), your role is to provide 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 by providing clients with access to advanced technical product expertise. - Supporting PRMs to gain more clients' confidence and trust in HSBC capabilities, increasing the effectiveness and quality of needs fulfilled for target clients. - Assisting PRMs in deepening and growing client relationships by identifying client needs, recommending relevant wealth solutions, and providing technical analysis. - Conducting portfolio reviews, assessing product suitability, and managing risks. - Collaborating with PRMs in client meetings, providing advice based on technical knowledge, and improving PRMs' product-specific technical knowledge through effective coaching and training. - Owning the Investment Sales and Distribution business for the assigned patch, running strategic objectives, and engaging with customers to provide advice based on sound investment expertise. Qualifications/Requirements: - 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 is preferred. - Strong analytical and problem-solving skills. - Proven ability in productivity enhancement. - Expertise in banks 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 organizing skills. HSBC is committed to providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with the Privacy Statement available on the website of The Hongkong and Shanghai Banking Corporation Limited, India. As an Investment Counsellor at HSBC International Wealth and Premier Banking (IWPB), your role is to provide 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 by providing clients with access to advanced technical product expertise. - Supporting PRMs to gain more clients' confidence and trust in HSBC capabilities, increasing the effectiveness and quality of needs fulfilled for target clients. - Assisting PRMs in deepening and growing client relationships by identifying client needs, recommending relevant wealth solutions, and providing technical analysis. - Conducting portfolio reviews, assessing product suitability, and managing risks. - Collaborating with PRMs in client meetings, providing advice based on technical knowledge, and improving PRMs' product-specific technical knowledge through effective coaching and training. - Owning the Investment Sales and Distribution business for the assigned patch, running strategic objectives, and engaging with customers to provide advice based on sound investment expertise. Qualifications/Requirements: - 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 is preferred. - Strong analytical and problem-solving skills. - Proven ability in productivity enhancement. - Expertise in banks 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 organizing skills. HSBC is committed to providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with the Privacy Statement available on the website of The Hongkong and Shanghai Banking Corporation Limited, India.
