Role Title: Investment Counsellor (IC)

Business: Global Private Banking

New or Existing Role: Replacement

Grade: 4

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking an ambitious individual to join our team as an Investment Counsellor working together with colleagues to define, manage and achieve divisional business targets.

Role Purpose

You will service the domestic High Net Worth (HNW), International and Ultra High Net Worth (UHNW) client segments in the Private Bank. The client segments have a highly diverse client base in terms of the complexity of their needs and their previous investment experience. The role therefore requires a combination of robust technical ability and strong client facing skills which allows for presentations to be adapted to the individual client situation.

Investment Counsellors are client-facing investment specialists who position the investment message of the Private Bank in a portfolio context and provide investment advice directly to clients. They work in conjunction with Relationship Managers (RM) on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients, therefore credibility with the RM team is key. Advice encompasses both discretionary services available and advisory recommendations. 

The role is responsible for the positioning / delivery of investment solutions to clients and prospects of the HSBC Private Bank, with the primary objectives of:

• Working alongside RM’s to offer appropriate investment solutions to clients.
• Attracting / enhancing client relationships and profitability.
• Being accountable for assessing client needs, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio.
• Performing ongoing portfolio reviews to align client portfolios to their risk profile and investment objectives.

In this role, you will:

• Partner with the RM teams, Product Specialists, Investment Services and Product Solutions (ISPS), Credit, PWS, Compliance, Risk and Marketing.
• Know your client, increase share of wallet with clients and drive increased return on assets.
• Improve client portfolios ensuring alignment with risk profile and investment objectives.
• Monitor and follow-up on client investments.
• Work with the wider ISPS team to help bring the best of HSBC to International clients and their advisers.

Qualifications

To be successful in the role, you should meet the following requirements:

• Have advisory experience
• Able to multi-task and collaborate with multiple stakeholders
• CFA preferred
• RDR minimum level 6 qualification preferred
• Acknowledged professional experience in an investment advisory role
• Experience operating within UK regulatory environment preferred

You’ll achieve more when you join HSBC. 

https://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in 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 our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

Job Field

 : Private Banking

Primary Location

 : Europe-United Kingdom-Greater London-London

Schedule

 : Full-time 

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Job Posting

 : 27-Sep-2021, 21:17:56 

Unposting Date

 : 03-Dec-2021, 04:29:00