Vice President Portfolio Counseller

About the role

Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

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

• 8–14 yrs of experience
• Financial analysis
• Sales
• Wealth management
• Insurance
• Chartered Accountant or MBA or B.Com