highlisted
Sign in

Vice President Portfolio Counsellor

HSBC·Bengaluru

Pay not stated8–14 yrsFull-time
Apply on HSBC's siteTrack your applications and see your fit: start free

Read from the company's own careers page; you apply on their site.

How well do you fit this job?

Upload your resume to see each requirement checked against your profile, in under a minute.

Check my fit
Hard to read?

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

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

Similar jobs

Relationship Manager PRIME VISHWAAS 0412 7991 1088837 HRR

Kotak Mahindra Bank·Bengaluru

Can I apply
Open to any education · Mid level
Pay
Pay not stated
Source
From the company's careers page · today
How to apply
On Kotak Mahindra Bank's site: account needed, ~10–15 min
Early: posted 3 h ago on their own site

Assistant Manager / Manager - Business Finance

Scimplify·Bengaluru, Gurugram +1 more

Can I apply
Needs Chartered Accountant · 5–15 yrs
Pay
Pay not stated
Source
From the company's careers page · today
How to apply
On Scimplify's site: short form, ~5 min
Early: posted 3 h ago on their own site

Finance Manager (Tax &Accounting)

Renesas JP·Bengaluru

Can I apply
Needs MBA or B.Com or M.Com · 8–15 yrs
Pay
Pay not stated
Source
From the company's careers page · today
How to apply
On Renesas JP's own site
Early: posted 4 h ago on their own site