Investment Counsellor

HSBC; Greater London; On-site; GBP 90,000 - 130,000; Full time

Job summary

HSBC Holdings plc in London is seeking an Investment Counsellor for the Private Bank, serving High Net Worth and Ultra High Net Worth clients with tailored investment solutions. You will position investment advice within a portfolio context, collaborate with Relationship Managers on pitches, and deliver investment solutions while monitoring and adjusting client portfolios to their risk profiles.

Strong cross-border experience and CISI Level 4 qualification are required, with Level 6 desirable

Qualifications

• Extensive experience providing investment advice to international/cross-border clients in a regulated context is essential.
• CISI Level 4 minimum; Level 6 desirable.
• Private Banking experience is essential.
• In-depth knowledge of a range of asset classes is essential.
• Strong communication skills and ability to build credibility with RMs and clients.

Responsibilities

• Act as a client-facing investment specialist to position HSBC Private Bank investment messages in a portfolio context.
• Collaborate with Relationship Managers on prospect pitches, delivering the Private Bank's investment ethos.
• Position and deliver investment solutions to HSBC Private Bank clients and prospects.
• Assess client needs, develop a comprehensive investment strategy, coordinate sales and execution, monitor performance and portfolio fit.
• Perform ongoing portfolio reviews to align client portfolios with risk profiles and objectives.

Skills

Investment counselling

Relationship management

Cross-border experience

Communication skills

Education

CISI Level 4

CISI Level 6

Job description

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - 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.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

The role of Investment Counsellor will provide investment advice to the clients of the Private Bank. The client segment will primarily be High Net Worth (HNW), and will potentially include some Ultra High Net Worth (UHNW) clients. This is 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.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package.

• private healthcare for all UK-based employees
• enhanced maternity and adoption pay and support when you return to work
• a contributory pension scheme with a generous employer contribution

In this role you will:

• Act as a client-facing investment specialist to 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.
• Work in conjunction with Relationship Managers (RM) on prospect pitches by delivering the Private Bank’s investment ethos and services to potential clients.
• Effectively position and deliver investment solutions to clients and prospects of the HSBC Private Bank.
• Assess client needs, develop a comprehensive investment strategy, coordinate sales and execution against that strategy, and monitor performance and appropriateness of the client’s overall investment portfolio.
• Perform ongoing portfolio reviews to align client portfolios to their risk profile and investment objectives

To be successful in this role you should meet the following requirements:

• Extensive experience of providing comprehensive investment advice to international/cross border clients in a regulated context is essential. Experience of doing so with Middle Eastern or North African (MENA) clients would be desirable.
• CISI Level 4 qualified as a minimum is essential. Level 6 qualification is desirable.
• Private Banking experience - essential
• In-depth knowledge of a range of asset classes - essential
• Strong communication skills, and the ability to build credibility and trust with both Relationship Managers and clients is key

This role is based in London.

Opening up a world of opportunity

#LI-HSBC

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail] .