- Investment Counsellors (IC) provide investment advice to the clients of the Private Bank. The client segment has 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.
- Given the breadth of asset class and investment focus involved, combined with the front facing aspect, the role requires a combination of robust technical ability and strong client facing skills.
- ICs 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 on both Advisory and Discretionary investments.
- ICs work in conjunction with Relationship Managers (RM) on prospect pitches by delivering the Private Bank's investment ethos and services to potential clients, therefore credibilty with the RM teams are key.
- Advice encompasses both discretionary services available and advisory recommendations. Responsible for the positioning/delivery of investment solutions to clients and prospects of the HSBC Private Bank, with the primary objectives of:
- Partnering with RMs 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 objective
- Investment Counsellors will be expected to partner with a senior IC within the team to ensure efficient management of a wider book
- Investment advisory experience within a client facing role
- Ability to work within a small team as part of a wider team/function
- Ability to multi-task and collaborate with multiple stakeholders
- CFA preferred
- RDR level 6 qualified
- Experience operating within UK regulatory environment
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Investment Counsellor - London, United Kingdom - HSBC
Description
Job description
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.
Role Overview:
Requirements
Key Skills & Experience Required:
HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:
Email:
Telephone:
Within the workplace 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 processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.
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