Vice President - Portfolio Counsellor

About the role

Some careers open more doors 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. 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 requires providing financial analysis and investment recommendations…
• Assist PRMs in deepening and growing client relationships by identifying client needs, recommending suitable wealth solutions, and supporting client presentations
• Conduct portfolio reviews with PRMs, assess product suitability, evaluate market and regulatory impacts, identify opportunities, and manage risks
• Enhance PRMs’ product knowledge through effective coaching and training
• Ring-fence Premier customers and drive investment sales and distribution performance across the assigned portfolio

What you need

• 8–14 yrs of experience
• Sales
• Financial analysis
• Mutual funds
• Capital markets
• Wealth management
• Insurance
• MBA or Chartered Accountant