Vice President Portfolio Counsellor
BengaluruFull-time8–14 yrsPosted 3 months ago
Leadership finance role at HSBC in Bengaluru. Needs 8+ years and a CA, MBA or B.Com.
About the role
Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures.
What you'll do
- 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…
- Assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis
- Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate
- Improve PRMs’ product specific technical knowledge by effective on-job coaching and training
- Ring-fencing of Premier customers
What you need
- Financial analysis
- Sales
- Wealth management
- Insurance